Diversify Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversify Wealth Management’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 +1,627	+0.8%	+$215K	0.44%	40
2026 Q1	$25.6M	Buy	198,711 +73,584	+59%	+$8.85M	0.46%	40
2025 Q4	$15.6M	Buy	125,127 +120,781	+2,779%	+$14.8M	0.73%	24
2025 Q3	$545K	Hold	4,346	–	–	0.03%	361
2025 Q2	$503K	Sell	4,346 -20	-0.5%	-$1.98K	0.03%	369
2025 Q1	$413K	Sell	4,366 -74	-2%	-$7.46K	0.03%	389
2024 Q4	$449K	Sell	4,440 -22	-0.5%	-$2.19K	0.04%	366
2024 Q3	$430K	Buy	4,462 +1,741	+64%	+$161K	0.04%	339
2024 Q2	$231K	Buy	+2,721	New	+$235K	0.03%	397

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

Diversify Wealth Management's IVW Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.82% in Q2 2026, buying an estimated $215K and bringing the position to 200,338 shares worth $26.5M. The position accounts for 0.44% of the portfolio, ranked #40.

Diversify Wealth Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Diversify Wealth Management held 200,338 shares of iShares S&P 500 Growth ETF worth $26.5M as of Q2 2026.
Diversify Wealth Management bought 1,627 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $215K.
iShares S&P 500 Growth ETF made up 0.44% of Diversify Wealth Management's portfolio in Q2 2026, its #40 holding.
Diversify Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.