Daymark Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Daymark Wealth Partners’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	$6.1M	Buy	44,349 +1,595	+4%	+$211K	0.15%	114
2026 Q1	$4.84M	Buy	42,754 +3,828	+10%	+$460K	0.15%	118
2025 Q4	$4.8M	Sell	38,926 -1,497	-4%	-$183K	0.15%	117
2025 Q3	$4.88M	Buy	40,423 +1,914	+5%	+$220K	0.17%	113
2025 Q2	$4.24M	Buy	38,509 +704	+2%	+$69.7K	0.16%	114
2025 Q1	$3.51M	Buy	37,805 +96	+0.3%	+$9.68K	0.15%	115
2024 Q4	$3.83M	Buy	37,709 +296	+0.8%	+$29.5K	0.16%	113
2024 Q3	$3.58M	Buy	37,413 +405	+1%	+$37.4K	0.15%	120
2024 Q2	$3.42M	Buy	+37,008	New	+$3.19M	0.16%	117
2023 Q3	–	Sell	-3,083	Closed	-$217K	–	396
2023 Q2	$217K	Sell	3,083 -444	-13%	-$29.4K	0.02%	344
2023 Q1	$225K	Buy	+3,527	New	+$216K	0.03%	269

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

Daymark Wealth Partners's IVW Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q2 2026, buying an estimated $211K and bringing the position to 44,349 shares worth $6.1M. The position accounts for 0.15% of the portfolio, ranked #114.

Daymark Wealth Partners first reported a position in IVW in Q1 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Daymark Wealth Partners held 44,349 shares of iShares S&P 500 Growth ETF worth $6.1M as of Q2 2026.
Daymark Wealth Partners bought 1,595 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $211K.
iShares S&P 500 Growth ETF made up 0.15% of Daymark Wealth Partners's portfolio in Q2 2026, its #114 holding.
Daymark Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.