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

EverSource 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	$3.49M	Sell	25,401 -6,729	-21%	-$889K	0.12%	154
2026 Q1	$3.63M	Buy	32,130 +6,093	+23%	+$733K	0.11%	142
2025 Q4	$3.21M	Sell	26,037 -2,335	-8%	-$286K	0.12%	142
2025 Q3	$3.43M	Buy	28,372 +2,711	+11%	+$312K	0.14%	131
2025 Q2	$2.83M	Sell	25,661 -1,142	-4%	-$113K	0.13%	134
2025 Q1	$2.49M	Buy	26,803 +7,694	+40%	+$776K	0.14%	133
2024 Q4	$1.94M	Buy	19,109 +1,242	+7%	+$124K	0.11%	152
2024 Q3	$1.71M	Sell	17,867 -5,685	-24%	-$525K	0.11%	157
2024 Q2	$2.15M	Buy	23,552 +7,591	+48%	+$654K	0.14%	128
2024 Q1	$1.3M	Buy	15,961 +5,362	+51%	+$431K	0.1%	157
2023 Q4	$796K	Buy	10,599 +899	+9%	+$64K	0.07%	189
2023 Q3	$664K	Buy	9,700 +5,762	+146%	+$408K	0.07%	196
2023 Q2	$278K	Buy	3,938 +43	+1%	+$2.84K	0.03%	327
2023 Q1	$249K	Buy	3,895 +220	+6%	+$13.4K	0.03%	336
2022 Q4	$215K	Buy	+3,675	New	+$221K	0.03%	343

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

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

EverSource Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $889K and leaving 25,401 shares worth $3.49M. The position accounts for 0.12% of the portfolio, ranked #154.

EverSource Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.63M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

EverSource Wealth Advisors held 25,401 shares of iShares S&P 500 Growth ETF worth $3.49M as of Q2 2026.
EverSource Wealth Advisors sold 6,729 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $889K.
iShares S&P 500 Growth ETF made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #154 holding.
EverSource Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $3.63M in Q1 2026.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.