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

Darwin 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	$46.2K	Buy	336 +1	+0.3%	+$132	0.01%	245
2026 Q1	$38K	Sell	335 -53	-14%	-$6.37K	0.01%	242
2025 Q4	$47.9K	Buy	388 +131	+51%	+$16K	0.01%	219
2025 Q3	$31K	Sell	257 -19	-7%	-$2.19K	0.01%	257
2025 Q2	$30.5K	Sell	276 -1,544	-85%	-$153K	0.01%	241
2025 Q1	$185K	Hold	1,820	–	–	0.06%	135
2024 Q4	$185K	Sell	1,820 -81	-4%	-$8.08K	0.06%	135
2024 Q3	$182K	Buy	+1,901	New	+$176K	0.05%	151
2023 Q1	–	Sell	-5,908	Closed	-$355K	–	166
2022 Q4	$355K	Sell	5,908 -964	-14%	-$57.9K	0.09%	115
2022 Q3	$403K	Buy	6,872 +1	+0%	+$65	0.1%	112
2022 Q2	$463K	Sell	6,871 -51	-0.7%	-$3.38K	0.09%	115
2022 Q1	$529K	Sell	6,922 -158	-2%	-$11.9K	0.09%	116
2021 Q4	$536K	Buy	7,080 +186	+3%	+$15K	0.08%	117
2021 Q3	$510K	Buy	6,894 +12	+0.2%	+$915	0.08%	111
2021 Q2	$500K	Buy	6,882 +13	+0.2%	+$900	0.08%	113
2021 Q1	$447K	Buy	6,869 +1	+0%	+$65	0.08%	117
2020 Q4	$438K	Buy	6,868 +1,564	+29%	+$94.8K	0.08%	114
2020 Q3	$306K	Sell	5,304 -1,852	-26%	-$105K	0.07%	129
2020 Q2	$371K	Sell	7,156 -1,984	-22%	-$95.1K	0.09%	113
2020 Q1	$376K	Buy	9,140 +1,560	+21%	+$73.8K	0.12%	94
2019 Q4	$367K	Buy	7,580 +4	+0.1%	+$185	0.1%	117
2019 Q3	$341K	Buy	7,576 +4	+0.1%	+$181	0.1%	113
2019 Q2	$339K	Hold	7,572	–	–	0.1%	115
2019 Q1	$326K	Buy	+7,572	New	+$310K	0.11%	118
2018 Q4	–	Sell	-5,176	Closed	-$230K	–	110
2018 Q3	$230K	Buy	+5,176	New	+$222K	0.13%	114
2018 Q1	–	Sell	-7,556	Closed	-$289K	–	145
2017 Q4	$289K	Buy	+7,556	New	+$282K	0.12%	125

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

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

Darwin Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.3% in Q2 2026, buying an estimated $132 and bringing the position to 336 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #245.

Darwin Wealth Management first reported a position in IVW in Q4 2017 and has held it in 26 quarters since. The position peaked at $536K in Q4 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Darwin Wealth Management held 336 shares of iShares S&P 500 Growth ETF worth $46.2K as of Q2 2026.
Darwin Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #245 holding.
Darwin Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 26 quarters since.
Darwin Wealth Management's iShares S&P 500 Growth ETF position peaked at $536K in Q4 2021.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.