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EWA LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

EWA LLC’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 		$38.4M Sell
278,926
-2,288
-0.8% -$302K 7% 2
2026
Q1 		$31.8M Buy
281,214
+18,495
+7% +$2.22M 7.21% 3
2025
Q4 		$32.4M Buy
262,719
+5,765
+2% +$706K 7.91% 3
2025
Q3 		$31M Sell
256,954
-9,021
-3% -$1.04M 8.59% 2
2025
Q2 		$29.3M Sell
265,975
-79,246
-23% -$7.84M 9.22% 2
2025
Q1 		$32M Buy
345,221
+13,779
+4% +$1.39M 11.91% 1
2024
Q4 		$33.7M Buy
331,442
+5,923
+2% +$591K 12.64% 1
2024
Q3 		$32.7M Sell
325,519
-46,398
-12% -$4.28M 11.67% 1
2024
Q2 		$34.8M Buy
371,917
+24,414
+7% +$2.1M 14.4% 1
2024
Q1 		$29.4M Buy
+347,503
New +$27.9M 13.23% 1

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EWA LLC's IVW Position: Q2 2026 in Review

EWA LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.81% in Q2 2026, selling an estimated $302K and leaving 278,926 shares worth $38.4M. The position accounts for 7% of the portfolio, ranked #2.

EWA LLC first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • EWA LLC held 278,926 shares of iShares S&P 500 Growth ETF worth $38.4M as of Q2 2026.
  • EWA LLC sold 2,288 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $302K.
  • iShares S&P 500 Growth ETF made up 7% of EWA LLC's portfolio in Q2 2026, its #2 holding.
  • EWA LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.