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Edgemoor Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Edgemoor Investment Advisors’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 		$267K Hold
1,944
– – 0.02% 159
2026
Q1 		$220K Sell
1,944
-209
-10% -$25.1K 0.02% 164
2025
Q4 		$265K Hold
2,153
– – 0.02% 154
2025
Q3 		$260K Hold
2,153
– – 0.02% 164
2025
Q2 		$237K Buy
+2,153
New +$213K 0.02% 155
2025
Q1 		– Sell
-2,153
Closed -$219K – 167
2024
Q4 		$219K Hold
2,153
– – 0.02% 157
2024
Q3 		$206K Buy
+2,153
New +$199K 0.02% 164

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Edgemoor Investment Advisors's IVW Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,944 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #159.

Edgemoor Investment Advisors first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Edgemoor Investment Advisors held 1,944 shares of iShares S&P 500 Growth ETF worth $267K as of Q2 2026.
  • Edgemoor Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Edgemoor Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.