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

Destiny 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	$204K	Hold	1,506	–	–	0.03%	169
2026 Q1	$170K	Buy	+1,506	New	+$181K	0.02%	252
2024 Q2	–	Sell	-3,010	Closed	-$254K	–	166
2024 Q1	$254K	Buy	+3,010	New	+$242K	0.05%	135
2023 Q1	–	Sell	-3,312	Closed	-$194K	–	406
2022 Q4	$194K	Sell	3,312 -117,528	-97%	-$7.06M	0.04%	179
2022 Q3	$6.99M	Sell	120,840 -1,625	-1%	-$106K	1.57%	22
2022 Q2	$7.39M	Sell	122,465 -28,256	-19%	-$1.87M	1.63%	23
2022 Q1	$11.5M	Buy	150,721 +23,019	+18%	+$1.73M	2.24%	10
2021 Q4	$10.7M	Buy	127,702 +1,489	+1%	+$120K	2.06%	10
2021 Q3	$9.33M	Sell	126,213 -14,767	-10%	-$1.13M	1.87%	12
2021 Q2	$10.3M	Sell	140,980 -6,537	-4%	-$452K	1.96%	9
2021 Q1	$9.61M	Sell	147,517 -5,303	-3%	-$343K	2%	10
2020 Q4	$9.75M	Buy	+152,820	New	+$9.27M	2.03%	9

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

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

Destiny Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,506 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #169.

Destiny Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 12 quarters since. The position peaked at $11.5M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Destiny Wealth Partners held 1,506 shares of iShares S&P 500 Growth ETF worth $204K as of Q2 2026.
Destiny Wealth Partners 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 Destiny Wealth Partners's portfolio in Q2 2026, its #169 holding.
Destiny Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 12 quarters since.
Destiny Wealth Partners's iShares S&P 500 Growth ETF position peaked at $11.5M in Q1 2022.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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