Durante & Waters’s iShares S&P 500 Growth ETF IVW Stock Holding History

Durante & Waters’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	$1.14M	Hold	8,300	–	–	0.75%	20
2026 Q1	$939K	Hold	8,300	–	–	0.68%	20
2025 Q4	$1.02M	Hold	8,300	–	–	0.71%	21
2025 Q3	$1M	Hold	8,300	–	–	0.74%	20
2025 Q2	$914K	Hold	8,300	–	–	0.72%	19
2025 Q1	$770K	Buy	+8,300	New	+$837K	0.65%	18

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

Durante & Waters's IVW Position: Q2 2026 in Review

Durante & Waters held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 8,300 shares worth $1.14M. The position accounts for 0.75% of the portfolio, ranked #20.

Durante & Waters first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Durante & Waters held 8,300 shares of iShares S&P 500 Growth ETF worth $1.14M as of Q2 2026.
Durante & Waters left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.75% of Durante & Waters's portfolio in Q2 2026, its #20 holding.
Durante & Waters first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.