Consilio Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Consilio Wealth Advisors’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	$1.51M	Buy	10,951 +1,660	+18%	+$219K	0.36%	35
2026 Q1	$1.05M	Sell	9,291 -25	-0.3%	-$3.01K	0.31%	37
2025 Q4	$1.15M	Hold	9,316	–	–	0.34%	33
2025 Q3	$1.12M	Hold	9,316	–	–	0.37%	31
2025 Q2	$1.02M	Sell	9,316 -7	-0.1%	-$693	0.36%	31
2025 Q1	$865K	Sell	9,323 -280	-3%	-$28.2K	0.36%	27
2024 Q4	$975K	Sell	9,603 -72	-0.7%	-$7.18K	0.4%	28
2024 Q3	$926K	Buy	9,675 +13	+0.1%	+$1.2K	0.38%	28
2024 Q2	$894K	Sell	9,662 -11	-0.1%	-$948	0.4%	27
2024 Q1	$817K	Buy	9,673 +5	+0.1%	+$402	0.38%	28
2023 Q4	$726K	Buy	9,668 +8	+0.1%	+$569	0.37%	29
2023 Q3	$655K	Sell	9,660 -93	-1%	-$6.58K	0.38%	30
2023 Q2	$687K	Sell	9,753 -36	-0.4%	-$2.38K	0.38%	28
2023 Q1	$625K	Sell	9,789 -2,859	-23%	-$175K	0.35%	32
2022 Q4	$740K	Sell	12,648 -6,712	-35%	-$403K	0.47%	28
2022 Q3	$1.12M	Sell	19,360 -32	-0.2%	-$2.08K	0.88%	22
2022 Q2	$1.17M	Buy	19,392 +184	+1%	+$12.2K	0.95%	19
2022 Q1	$1.47M	Sell	19,208 -1,343	-7%	-$101K	1.15%	17
2021 Q4	$1.72M	Buy	+20,551	New	+$1.66M	1.33%	19

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

Consilio Wealth Advisors's IVW Position: Q2 2026 in Review

Consilio Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, buying an estimated $219K and bringing the position to 10,951 shares worth $1.51M. The position accounts for 0.36% of the portfolio, ranked #35.

Consilio Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Consilio Wealth Advisors held 10,951 shares of iShares S&P 500 Growth ETF worth $1.51M as of Q2 2026.
Consilio Wealth Advisors bought 1,660 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $219K.
iShares S&P 500 Growth ETF made up 0.36% of Consilio Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Consilio Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Consilio Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.72M in Q4 2021.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.