EW
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Element Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Element Wealth’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 		$206K Buy
+1,499
New +$198K 0.08% 208
2025
Q1 		– Sell
-1,583
Closed -$161K – 229
2024
Q4 		$161K Buy
1,583
+1,006
+174% +$100K 0.08% 165
2024
Q3 		$55.2K Buy
577
+137
+31% +$12.6K 0.03% 190
2024
Q2 		$40.7K Buy
440
+2
+0.5% +$172 0.02% 195
2024
Q1 		$37K Hold
438
– – 0.02% 200
2023
Q4 		$32.9K Buy
438
+1
+0.2% +$71 0.02% 185
2023
Q3 		$29.9K Buy
437
+1
+0.2% +$71 0.02% 182
2023
Q2 		$30.8K Sell
436
-1
-0.2% -$66 0.02% 183
2023
Q1 		$27.9K Hold
437
– – 0.02% 167
2022
Q4 		$25.5K Sell
437
-62
-12% -$3.72K 0.02% 161
2022
Q3 		$29K Buy
499
+1
+0.2% +$65 0.03% 157
2022
Q2 		$30K Hold
498
– – 0.03% 151
2022
Q1 		$38K Buy
498
+1
+0.2% +$75 0.03% 165
2021
Q4 		$42K Hold
497
– – 0.03% 145
2021
Q3 		$37K Hold
497
– – 0.03% 138
2021
Q2 		$36K Buy
497
+1
+0.2% +$69 0.03% 132
2021
Q1 		$32K Sell
496
-30,833
-98% -$1.99M 0.03% 133
2020
Q4 		$2M Sell
31,329
-803
-2% -$48.7K 1.85% 15
2020
Q3 		$1.86M Sell
32,132
-1,596
-5% -$90.3K 1.98% 16
2020
Q2 		$1.75M Sell
33,728
-2,300
-6% -$110K 2.01% 16
2020
Q1 		$1.49M Buy
36,028
+31,312
+664% +$1.48M 2.06% 16
2019
Q4 		$228K Buy
+4,716
New +$219K 0.23% 65

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

Element Wealth's IVW Position: Q2 2026 in Review

Element Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,499 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #208 among its holdings. This is a return to the name: Element Wealth previously reported a position in IVW as recently as Q4 2024.

Element Wealth first reported a position in IVW in Q4 2019 and has held it in 22 quarters since. The position peaked at $2M in Q4 2020. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Element Wealth held 1,499 shares of iShares S&P 500 Growth ETF worth $206K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Element Wealth position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.08% of Element Wealth's portfolio in Q2 2026, its #208 holding.
  • Element Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Element Wealth's iShares S&P 500 Growth ETF position peaked at $2M in Q4 2020.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.