Evergreen Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Evergreen Private Wealth’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	$927K	Sell	6,742 -303	-4%	-$40K	0.34%	50
2026 Q1	$797K	Buy	7,045 +506	+8%	+$60.9K	0.32%	50
2025 Q4	$806K	Sell	6,539 -446	-6%	-$54.6K	0.32%	49
2025 Q3	$843K	Buy	6,985 +159	+2%	+$18.3K	0.34%	49
2025 Q2	$752K	Sell	6,826 -403	-6%	-$39.9K	0.31%	51
2025 Q1	$671K	Sell	7,229 -350	-5%	-$35.3K	0.31%	51
2024 Q4	$770K	Buy	7,579 +118	+2%	+$11.8K	0.36%	52
2024 Q3	$714K	Buy	7,461 +353	+5%	+$32.6K	0.33%	53
2024 Q2	$658K	Sell	7,108 -902	-11%	-$77.8K	0.32%	54
2024 Q1	$676K	Sell	8,010 -1,052	-12%	-$84.5K	0.34%	53
2023 Q4	$681K	Buy	+9,062	New	+$645K	0.37%	53

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

Evergreen Private Wealth's IVW Position: Q2 2026 in Review

Evergreen Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q2 2026, selling an estimated $40K and leaving 6,742 shares worth $927K. The position accounts for 0.34% of the portfolio, ranked #50.

Evergreen Private Wealth first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Evergreen Private Wealth held 6,742 shares of iShares S&P 500 Growth ETF worth $927K as of Q2 2026.
Evergreen Private Wealth sold 303 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $40K.
iShares S&P 500 Growth ETF made up 0.34% of Evergreen Private Wealth's portfolio in Q2 2026, its #50 holding.
Evergreen Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.