Emergent Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Emergent Wealth 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	–	Sell	-3,572	Closed	-$404K	–	128
2026 Q1	$404K	Sell	3,572 -14,140	-80%	-$1.7M	0.24%	76
2025 Q4	$2.18M	Sell	17,712 -1,481	-8%	-$181K	1.23%	20
2025 Q3	$2.31M	Sell	19,193 -428	-2%	-$49.2K	1.34%	18
2025 Q2	$2.16M	Buy	19,621 +25	+0.1%	+$2.47K	1.38%	18
2025 Q1	$1.82M	Sell	19,596 -2,359	-11%	-$238K	1.32%	18
2024 Q4	$2.23M	Sell	21,955 -90	-0.4%	-$8.98K	1.61%	16
2024 Q3	$2.11M	Buy	22,045 +14,855	+207%	+$1.37M	1.56%	15
2024 Q2	$665K	Buy	7,190 +2,584	+56%	+$223K	0.53%	39
2024 Q1	$438K	Buy	+4,606	New	+$370K	0.38%	50

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

Emergent Wealth Advisors's IVW Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 3,572 shares — an estimated $404K sold.

Emergent Wealth Advisors first reported a position in IVW in Q1 2024 and held it in 9 quarters. The position peaked at $2.31M in Q3 2025. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Emergent Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 3,572 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $404K.
Emergent Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 9 quarters.
Emergent Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.31M in Q3 2025.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.