Clark Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clark Wealth Partners’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	$845K	Sell	6,143 -40	-0.6%	-$5.28K	0.48%	31
2026 Q1	$699K	Sell	6,183 -152	-2%	-$18.3K	0.47%	31
2025 Q4	$781K	Hold	6,335	–	–	0.48%	31
2025 Q3	$781K	Sell	6,335 -16,281	-72%	-$1.87M	0.48%	31
2025 Q2	$2.49M	Buy	22,616 +12	+0.1%	+$1.19K	1.68%	11
2025 Q1	$2.1M	Buy	22,604 +734	+3%	+$74K	1.56%	11
2024 Q4	$2.22M	Buy	+21,870	New	+$2.18M	1.72%	11

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clark Wealth Partners's IVW Position: Q2 2026 in Review

Clark Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.65% in Q2 2026, selling an estimated $5.28K and leaving 6,143 shares worth $845K. The position accounts for 0.48% of the portfolio, ranked #31.

Clark Wealth Partners first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q2 2025. 2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Clark Wealth Partners held 6,143 shares of iShares S&P 500 Growth ETF worth $845K as of Q2 2026.
Clark Wealth Partners sold 40 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.28K.
iShares S&P 500 Growth ETF made up 0.48% of Clark Wealth Partners's portfolio in Q2 2026, its #31 holding.
Clark Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.49M in Q2 2025.
2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.