Envestnet Portfolio Solutions
IVW icon

Envestnet Portfolio Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Envestnet Portfolio Solutions’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 		$491M Sell
3,569,833
-83,950
-2% -$11.1M 2.35% 6
2026
Q1 		$413M Sell
3,653,783
-44,828
-1% -$5.39M 2.29% 9
2025
Q4 		$456M Buy
3,698,611
+147,279
+4% +$18M 1.6% 18
2025
Q3 		$429M Sell
3,551,332
-195,055
-5% -$22.4M 1.58% 17
2025
Q2 		$412M Sell
3,746,387
-728,351
-16% -$72.1M 1.52% 18
2025
Q1 		$415M Sell
4,474,738
-1,381,218
-24% -$139M 1.59% 18
2024
Q4 		$595M Sell
5,855,956
-136,274
-2% -$13.6M 1.94% 9
2024
Q3 		$574M Sell
5,992,230
-379,322
-6% -$35M 1.86% 12
2024
Q2 		$590M Buy
6,371,552
+2,404,544
+61% +$207M 2.06% 9
2024
Q1 		$335M Buy
3,967,008
+1,948,478
+97% +$157M 1.26% 17
2023
Q4 		$152M Buy
2,018,530
+68,234
+3% +$4.86M 0.63% 38
2023
Q3 		$133M Buy
+1,950,296
New +$138M 0.63% 36

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Envestnet Portfolio Solutions's IVW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $11.1M and leaving 3,569,833 shares worth $491M. The position accounts for 2.35% of the portfolio, ranked #6.

Envestnet Portfolio Solutions first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $595M in Q4 2024. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,569,833 shares of iShares S&P 500 Growth ETF worth $491M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 83,950 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.1M.
  • iShares S&P 500 Growth ETF made up 2.35% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #6 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares S&P 500 Growth ETF position peaked at $595M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.