Falcon Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Falcon Wealth Planning’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	$252K	Buy	1,830 +55	+3%	+$7.26K	0.02%	216
2026 Q1	$201K	Buy	+1,775	New	+$213K	0.01%	230

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

Falcon Wealth Planning's IVW Position: Q2 2026 in Review

Falcon Wealth Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q2 2026, buying an estimated $7.26K and bringing the position to 1,830 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #216.

Falcon Wealth Planning first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Falcon Wealth Planning held 1,830 shares of iShares S&P 500 Growth ETF worth $252K as of Q2 2026.
Falcon Wealth Planning bought 55 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.26K.
iShares S&P 500 Growth ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #216 holding.
Falcon Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.