DHJJ Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

DHJJ Financial Advisors’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	$3.85K	Hold	28	–	–	﹤0.01%	694
2026 Q1	$3.17K	Hold	28	–	–	﹤0.01%	702
2025 Q4	$3.45K	Hold	28	–	–	﹤0.01%	671
2025 Q3	$3.38K	Hold	28	–	–	﹤0.01%	653
2025 Q2	$3.08K	Hold	28	–	–	﹤0.01%	650
2025 Q1	$2.6K	Hold	28	–	–	﹤0.01%	623
2024 Q4	$2.84K	Hold	28	–	–	﹤0.01%	591
2024 Q3	$2.68K	Hold	28	–	–	﹤0.01%	584
2024 Q2	$2.59K	Hold	28	–	–	﹤0.01%	542
2024 Q1	$2.37K	Hold	28	–	–	﹤0.01%	540
2023 Q4	$2.1K	Hold	28	–	–	﹤0.01%	539
2023 Q3	$1.92K	Buy	+28	New	+$1.98K	﹤0.01%	544

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

DHJJ Financial Advisors's IVW Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 28 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

DHJJ Financial Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

DHJJ Financial Advisors held 28 shares of iShares S&P 500 Growth ETF worth $3.85K as of Q2 2026.
DHJJ Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #694 holding.
DHJJ Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.