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

Dakota 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	$880K	Buy	6,395 +39	+0.6%	+$5.15K	0.02%	458
2026 Q1	$719K	Buy	6,356 +31	+0.5%	+$3.73K	0.02%	467
2025 Q4	$780K	Buy	6,325 +924	+17%	+$113K	0.01%	457
2025 Q3	$652K	Sell	5,401 -1,223	-18%	-$141K	0.01%	437
2025 Q2	$729K	Sell	6,624 -1,233	-16%	-$122K	0.02%	443
2025 Q1	$729K	Sell	7,857 -78	-1%	-$7.86K	0.02%	434
2024 Q4	$806K	Buy	7,935 +97	+1%	+$9.68K	0.02%	400
2024 Q3	$751K	Sell	7,838 -69	-0.9%	-$6.37K	0.02%	423
2024 Q2	$732K	Sell	7,907 -1,374	-15%	-$118K	0.02%	433
2024 Q1	$784K	Buy	9,281 +58	+0.6%	+$4.66K	0.02%	410
2023 Q4	$693K	Buy	9,223 +5,411	+142%	+$385K	0.03%	372
2023 Q3	$261K	Hold	3,812	–	–	0.01%	523
2023 Q2	$269K	Buy	+3,812	New	+$252K	0.01%	508
2020 Q1	–	Sell	-5,828	Closed	-$282K	–	297
2019 Q4	$282K	Sell	5,828 -30,644	-84%	-$1.42M	0.05%	251
2019 Q3	$1.64M	Buy	36,472 +3,196	+10%	+$145K	0.28%	92
2019 Q2	$1.49M	Buy	33,276 +9,056	+37%	+$398K	0.29%	89
2019 Q1	$1.04M	Buy	+24,220	New	+$992K	0.21%	111

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

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

Dakota Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q2 2026, buying an estimated $5.15K and bringing the position to 6,395 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #458.

Dakota Wealth Management first reported a position in IVW in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.64M in Q3 2019. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Dakota Wealth Management held 6,395 shares of iShares S&P 500 Growth ETF worth $880K as of Q2 2026.
Dakota Wealth Management bought 39 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.15K.
iShares S&P 500 Growth ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #458 holding.
Dakota Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 17 quarters since.
Dakota Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.64M in Q3 2019.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.