EWA
IVW icon

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

EP 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 		$23.9M Buy
173,758
+5,692
+3% +$752K 0.09% 155
2026
Q1 		$19M Buy
168,066
+3,874
+2% +$466K 0.09% 139
2025
Q4 		$20.2M Buy
+164,192
New +$20.1M 0.11% 130
2025
Q2 		$74.8M Buy
679,544
+563,960
+488% +$55.8M 0.49% 41
2025
Q1 		$10.7M Sell
115,584
-661
-0.6% -$66.6K 0.09% 146
2024
Q4 		$11.8M Sell
116,245
-7,415
-6% -$740K 0.1% 132
2024
Q3 		$11.8M Buy
123,660
+13,874
+13% +$1.28M 0.1% 130
2024
Q2 		$10.2M Sell
109,786
-230
-0.2% -$19.8K 0.11% 116
2024
Q1 		$9.29M Sell
110,016
-4,553
-4% -$366K 0.11% 116
2023
Q4 		$8.6M Sell
114,569
-2,538
-2% -$181K 0.11% 118
2023
Q3 		$8.01M Buy
117,107
+112,641
+2,522% +$7.97M 0.12% 120
2023
Q2 		$8.44M Sell
4,466
-85,798
-95% -$5.67M 0.12% 114
2023
Q1 		$37.1M Sell
90,264
-20,895
-19% -$1.28M 0.64% 36
2022
Q4 		$6.5M Sell
111,159
-4,163
-4% -$250K 0.12% 112
2022
Q3 		$6.67M Sell
115,322
-9,094
-7% -$591K 0.15% 100
2022
Q2 		$7.51M Buy
124,416
+13,068
+12% +$865K 0.17% 90
2022
Q1 		$8.51M Buy
111,348
+426
+0.4% +$32K 0.19% 86
2021
Q4 		$9.28M Sell
110,922
-2,867
-3% -$231K 0.22% 71
2021
Q3 		$8.41M Buy
113,789
+1,557
+1% +$119K 0.23% 64
2021
Q2 		$8.16M Sell
112,232
-12,157
-10% -$841K 0.23% 72
2021
Q1 		$8.1M Buy
124,389
+930
+0.8% +$60.1K 0.26% 68
2020
Q4 		$7.88M Buy
+123,459
New +$7.49M 0.28% 58
2020
Q3 		– Sell
-126,384
Closed -$6.56M – 364
2020
Q2 		$6.56M Sell
126,384
-472
-0.4% -$22.6K 0.28% 61
2020
Q1 		$5.23M Buy
126,856
+25,936
+26% +$1.23M 0.26% 67
2019
Q4 		$4.89M Buy
100,920
+64,968
+181% +$3.01M 0.2% 85
2019
Q3 		$1.62M Sell
35,952
-1,412
-4% -$63.9K 0.08% 113
2019
Q2 		$1.67M Buy
37,364
+7,872
+27% +$346K 0.1% 92
2019
Q1 		$1.27M Sell
29,492
-320
-1% -$13.1K 0.12% 96
2018
Q4 		$1.12M Buy
+29,812
New +$1.21M 0.09% 117

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

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

EP Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, buying an estimated $752K and bringing the position to 173,758 shares worth $23.9M. The position accounts for 0.09% of the portfolio, ranked #155.

EP Wealth Advisors first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. The position peaked at $74.8M in Q2 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • EP Wealth Advisors held 173,758 shares of iShares S&P 500 Growth ETF worth $23.9M as of Q2 2026.
  • EP Wealth Advisors bought 5,692 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $752K.
  • iShares S&P 500 Growth ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • EP Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • EP Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $74.8M in Q2 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.