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

Copia 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 		$50.6K Hold
368
– – 0.03% 213
2026
Q1 		$41.6K Buy
368
+68
+23% +$8.18K 0.03% 216
2025
Q4 		$37K Hold
300
– – 0.03% 224
2025
Q3 		$36.2K Hold
300
– – 0.03% 215
2025
Q2 		$33K Hold
300
– – 0.03% 197
2025
Q1 		$27.8K Hold
300
– – 0.03% 198
2024
Q4 		$30.5K Buy
+300
New +$29.9K 0.03% 176

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Copia Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 368 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #213.

Copia Wealth Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Copia Wealth Management held 368 shares of iShares S&P 500 Growth ETF worth $50.6K as of Q2 2026.
  • Copia 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 Copia Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Copia Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.