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

Dynasty 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	$50.4M	Buy	366,195 +4,960	+1%	+$655K	0.37%	46
2026 Q1	$40.9M	Buy	361,235 +26,554	+8%	+$3.19M	0.36%	45
2025 Q4	$41.3M	Buy	334,681 +19,012	+6%	+$2.33M	0.41%	45
2025 Q3	$38.1M	Buy	315,669 +130,166	+70%	+$15M	0.51%	38
2025 Q2	$20.4M	Sell	185,503 -37,531	-17%	-$3.71M	0.35%	42
2025 Q1	$20.7M	Buy	223,034 +47,856	+27%	+$4.82M	0.35%	41
2024 Q4	$17.8M	Buy	175,178 +109,730	+168%	+$10.9M	0.31%	43
2024 Q3	$6.4M	Sell	65,448 -91,714	-58%	-$8.47M	0.19%	39
2024 Q2	$14.5M	Buy	+157,162	New	+$13.5M	0.43%	32

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

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

Dynasty Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $655K and bringing the position to 366,195 shares worth $50.4M. The position accounts for 0.37% of the portfolio, ranked #46.

Dynasty 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.

Dynasty Wealth Management held 366,195 shares of iShares S&P 500 Growth ETF worth $50.4M as of Q2 2026.
Dynasty Wealth Management bought 4,960 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $655K.
iShares S&P 500 Growth ETF made up 0.37% of Dynasty Wealth Management's portfolio in Q2 2026, its #46 holding.
Dynasty 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.