Equitable Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Equitable Trust’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	$1.69M	Buy	12,274 +7,097	+137%	+$937K	0.07%	183
2026 Q1	$586K	Hold	5,177	–	–	0.03%	293
2025 Q4	$638K	Sell	5,177 -2,027	-28%	-$248K	0.03%	290
2025 Q3	$870K	Sell	7,204 -361	-5%	-$41.5K	0.04%	254
2025 Q2	$833K	Buy	7,565 +2,140	+39%	+$212K	0.04%	252
2025 Q1	$504K	Hold	5,425	–	–	0.03%	307
2024 Q4	$551K	Buy	+5,425	New	+$541K	0.03%	300

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

Equitable Trust's IVW Position: Q2 2026 in Review

Equitable Trust increased its iShares S&P 500 Growth ETF (IVW) stake by 137% in Q2 2026, buying an estimated $937K and bringing the position to 12,274 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #183.

Equitable Trust first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Equitable Trust held 12,274 shares of iShares S&P 500 Growth ETF worth $1.69M as of Q2 2026.
Equitable Trust bought 7,097 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $937K.
iShares S&P 500 Growth ETF made up 0.07% of Equitable Trust's portfolio in Q2 2026, its #183 holding.
Equitable Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.