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

Evergreen Wealth 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	$290K	Buy	+2,035	New	+$269K	0.02%	429

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 Wealth Solutions's IVW Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,035 shares worth $290K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Evergreen Wealth Solutions held 2,035 shares of iShares S&P 500 Growth ETF worth $290K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Evergreen Wealth Solutions position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #429 holding.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.