Diversified Enterprises’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversified Enterprises’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	$771K	Sell	5,603 -59	-1%	-$7.79K	0.04%	195
2026 Q1	$640K	Sell	5,662 -100	-2%	-$12K	0.04%	206
2025 Q4	$710K	Sell	5,762 -49	-0.8%	-$6K	0.04%	170
2025 Q3	$701K	Sell	5,811 -176	-3%	-$20.2K	0.05%	126
2025 Q2	$659K	Sell	5,987 -2	-0%	-$198	0.05%	128
2025 Q1	$556K	Buy	5,989 +2,945	+97%	+$297K	0.05%	150
2024 Q4	$309K	Buy	3,044 +29	+1%	+$2.89K	0.03%	181
2024 Q3	$289K	Buy	+3,015	New	+$278K	0.03%	182

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

Diversified Enterprises's IVW Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $7.79K and leaving 5,603 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #195.

Diversified Enterprises first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Diversified Enterprises held 5,603 shares of iShares S&P 500 Growth ETF worth $771K as of Q2 2026.
Diversified Enterprises sold 59 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.79K.
iShares S&P 500 Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #195 holding.
Diversified Enterprises first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.