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

Concord 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	$64.1K	Buy	+466	New	+$61.5K	0.01%	331
2026 Q1	–	Sell	-465	Closed	-$57.3K	–	497
2025 Q4	$57.3K	Sell	465 -87	-16%	-$10.6K	0.01%	311
2025 Q3	$66.6K	Buy	552 +1	+0.2%	+$115	0.01%	300
2025 Q2	$60.7K	Hold	551	–	–	0.01%	323
2025 Q1	$51.1K	Buy	551 +1	+0.2%	+$101	0.01%	314
2024 Q4	$55.8K	Buy	550 +1	+0.2%	+$100	0.01%	313
2024 Q3	$52.6K	Sell	549 -140	-20%	-$12.9K	0.01%	328
2024 Q2	$63.7K	Buy	689 +84	+14%	+$7.24K	0.01%	285
2024 Q1	$51.1K	Sell	605 -444	-42%	-$35.7K	0.01%	349
2023 Q4	$78.8K	Sell	1,049 -227	-18%	-$16.2K	0.02%	303
2023 Q3	$87.3K	Hold	1,276	–	–	0.02%	302
2023 Q2	$89.9K	Buy	1,276 +1	+0.1%	+$66	0.02%	288
2023 Q1	$81.5K	Buy	1,275 +1	+0.1%	+$61	0.02%	276
2022 Q4	$74.5K	Buy	+1,274	New	+$76.5K	0.02%	295
2022 Q3	–	Sell	-1,297	Closed	-$78K	–	645
2022 Q2	$78K	Hold	1,297	–	–	0.02%	298
2022 Q1	$99K	Buy	1,297 +376	+41%	+$28.2K	0.03%	301
2021 Q4	$77K	Buy	+921	New	+$74.2K	0.02%	352

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

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

Concord Wealth Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 466 shares worth $64.1K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IVW as recently as Q4 2025.

Concord Wealth Partners first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $99K in Q1 2022. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Concord Wealth Partners held 466 shares of iShares S&P 500 Growth ETF worth $64.1K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #331 holding.
Concord Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's iShares S&P 500 Growth ETF position peaked at $99K in Q1 2022.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.