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D'Orazio & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

D'Orazio & Associates’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 		$289K Hold
2,103
– – 0.03% 236
2026
Q1 		$238K Hold
2,103
– – 0.03% 249
2025
Q4 		$259K Hold
2,103
– – 0.03% 219
2025
Q3 		$254K Hold
2,103
– – 0.03% 216
2025
Q2 		$232K Sell
2,103
-474
-18% -$46.9K 0.03% 225
2025
Q1 		$239K Hold
2,577
– – 0.04% 199
2024
Q4 		$262K Buy
+2,577
New +$257K 0.04% 174

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

D'Orazio & Associates's IVW Position: Q2 2026 in Review

D'Orazio & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,103 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #236.

D'Orazio & Associates first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • D'Orazio & Associates held 2,103 shares of iShares S&P 500 Growth ETF worth $289K as of Q2 2026.
  • D'Orazio & Associates 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 D'Orazio & Associates's portfolio in Q2 2026, its #236 holding.
  • D'Orazio & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.