Bullock Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bullock Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.7K	Hold	443	–	–	0.03%	265
2026 Q1	$50.8K	Hold	443	–	–	0.03%	273
2025 Q4	$54.6K	Buy	443 +1	+0.2%	+$122	0.03%	259
2025 Q3	$53.6K	Hold	442	–	–	0.03%	252
2025 Q2	$48.1K	Buy	442 +1	+0.2%	+$99	0.03%	246
2025 Q1	$41.3K	Sell	441 -75	-15%	-$7.56K	0.02%	260
2024 Q4	$52.4K	Sell	516 -321	-38%	-$32K	0.03%	250
2024 Q3	$79.1K	Buy	837 +1	+0.1%	+$92	0.05%	202
2024 Q2	$77.9K	Buy	836 +1	+0.1%	+$86	0.05%	196
2024 Q1	$70.6K	Buy	+835	New	+$67.1K	0.05%	214

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bullock Wealth Management's IVW Position: Q2 2026 in Review

Bullock Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 443 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #265.

Bullock Wealth Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $79.1K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bullock Wealth Management held 443 shares of iShares S&P 500 Growth ETF worth $60.7K as of Q2 2026.
Bullock Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #265 holding.
Bullock Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares S&P 500 Growth ETF position peaked at $79.1K in Q3 2024.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.