Diversify Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversify Advisory Services’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	$26.5M	Buy	+200,338	New	+$26.5M	0.44%	40
2026 Q1	–	Sell	-61,114	Closed	-$7.57M	–	553
2025 Q4	$7.57M	Buy	61,114 +664	+1%	+$81.3K	0.24%	71
2025 Q3	$7.58M	Buy	60,450 +27,794	+85%	+$3.2M	0.25%	62
2025 Q2	$3.78M	Sell	32,656 -9,226	-22%	-$913K	0.14%	108
2025 Q1	$3.97M	Sell	41,882 -9,198	-18%	-$927K	0.25%	66
2024 Q4	$5.16M	Sell	51,080 -7,061	-12%	-$704K	0.28%	49
2024 Q3	$5.7M	Sell	58,141 -8,144	-12%	-$752K	0.31%	62
2024 Q2	$6.37M	Buy	66,285 +59,120	+825%	+$5.1M	0.35%	50
2024 Q1	$606K	Buy	+7,165	New	+$576K	0.04%	373

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

Diversify Advisory Services's IVW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 200,338 shares worth $26.5M. The stake represents 0.44% of the portfolio and ranks #40 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IVW as recently as Q4 2025.

Diversify Advisory Services first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Diversify Advisory Services held 200,338 shares of iShares S&P 500 Growth ETF worth $26.5M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Diversify Advisory Services position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.44% of Diversify Advisory Services's portfolio in Q2 2026, its #40 holding.
Diversify Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.