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

Castle 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	$925K	Hold	6,726	–	–	0.27%	67
2026 Q1	$761K	Sell	6,726 -42	-0.6%	-$5.05K	0.25%	71
2025 Q4	$834K	Hold	6,768	–	–	0.28%	68
2025 Q3	$817K	Sell	6,768 -135	-2%	-$15.5K	0.28%	67
2025 Q2	$760K	Hold	6,903	–	–	0.28%	67
2025 Q1	$641K	Sell	6,903 -415	-6%	-$41.8K	0.25%	70
2024 Q4	$743K	Hold	7,318	–	–	0.29%	66
2024 Q3	$701K	Hold	7,318	–	–	0.28%	68
2024 Q2	$677K	Hold	7,318	–	–	0.32%	66
2024 Q1	$618K	Sell	7,318 -565	-7%	-$45.4K	0.32%	71
2023 Q4	$592K	Hold	7,883	–	–	0.35%	68
2023 Q3	$541K	Sell	7,883 -505	-6%	-$35.7K	0.39%	59
2023 Q2	$591K	Hold	8,388	–	–	0.41%	55
2023 Q1	$536K	Hold	8,388	–	–	0.41%	54
2022 Q4	$491K	Hold	8,388	–	–	0.31%	64
2022 Q3	$485K	Hold	8,388	–	–	0.29%	59
2022 Q2	$506K	Buy	+8,388	New	+$555K	0.29%	60

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Castle Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,726 shares worth $925K. The position accounts for 0.27% of the portfolio, ranked #67.

Castle Wealth Management first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Castle Wealth Management held 6,726 shares of iShares S&P 500 Growth ETF worth $925K as of Q2 2026.
Castle Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.27% of Castle Wealth Management's portfolio in Q2 2026, its #67 holding.
Castle Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.