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

Cordatus 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	$303K	Hold	2,200	–	–	0.07%	147
2026 Q1	$249K	Hold	2,200	–	–	0.06%	154
2025 Q4	$271K	Hold	2,200	–	–	0.06%	149
2025 Q3	$266K	Hold	2,200	–	–	0.06%	145
2025 Q2	$242K	Buy	+2,200	New	+$218K	0.06%	153

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

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

Cordatus Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,200 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #147.

Cordatus Wealth Management first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cordatus Wealth Management held 2,200 shares of iShares S&P 500 Growth ETF worth $303K as of Q2 2026.
Cordatus Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of Cordatus Wealth Management's portfolio in Q2 2026, its #147 holding.
Cordatus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.