Ethos Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ethos Financial Group’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	$555K	Buy	4,130 +1,563	+61%	+$206K	0.04%	338
2026 Q1	$279K	Sell	2,567 -2,124	-45%	-$255K	0.02%	417
2025 Q4	$578K	Sell	4,691 -66,858	-93%	-$8.18M	0.04%	269
2025 Q3	$8.64M	Buy	71,549 +58,424	+445%	+$6.72M	0.68%	37
2025 Q2	$1.45M	Buy	13,125 +7,692	+142%	+$761K	0.12%	144
2025 Q1	$527K	Sell	5,433 -64	-1%	-$6.45K	0.05%	224
2024 Q4	$558K	Sell	5,497 -78,319	-93%	-$7.81M	0.07%	147
2024 Q3	$8.03M	Sell	83,816 -1,934	-2%	-$179K	1.32%	24
2024 Q2	$7.93M	Sell	85,750 -1,274	-1%	-$110K	1.4%	24
2024 Q1	$7.35M	Buy	87,024 +202	+0.2%	+$16.2K	1.39%	24
2023 Q4	$6.52M	Buy	+86,822	New	+$6.18M	1.39%	26

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

Ethos Financial Group's IVW Position: Q2 2026 in Review

Ethos Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 61% in Q2 2026, buying an estimated $206K and bringing the position to 4,130 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #338.

Ethos Financial Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.64M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ethos Financial Group held 4,130 shares of iShares S&P 500 Growth ETF worth $555K as of Q2 2026.
Ethos Financial Group bought 1,563 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $206K.
iShares S&P 500 Growth ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #338 holding.
Ethos Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Ethos Financial Group's iShares S&P 500 Growth ETF position peaked at $8.64M in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.