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

Drive 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	$392K	Sell	2,849 -37	-1%	-$4.89K	0.07%	242
2026 Q1	$326K	Sell	2,886 -1,012	-26%	-$122K	0.07%	238
2025 Q4	$480K	Sell	3,898 -300	-7%	-$36.7K	0.09%	169
2025 Q3	$507K	Sell	4,198 -434	-9%	-$49.9K	0.11%	161
2025 Q2	$510K	Buy	+4,632	New	+$458K	0.11%	157

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

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

Drive Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $4.89K and leaving 2,849 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #242.

Drive Wealth Management first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. The position peaked at $510K in Q2 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Drive Wealth Management held 2,849 shares of iShares S&P 500 Growth ETF worth $392K as of Q2 2026.
Drive Wealth Management sold 37 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.89K.
iShares S&P 500 Growth ETF made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #242 holding.
Drive Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Drive Wealth Management's iShares S&P 500 Growth ETF position peaked at $510K in Q2 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.