Family Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Family Management’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	$653K	Hold	4,750	–	–	0.07%	148
2026 Q1	$537K	Sell	4,750 -304	-6%	-$36.6K	0.06%	151
2025 Q4	$623K	Hold	5,054	–	–	0.08%	120
2025 Q3	$610K	Hold	5,054	–	–	0.08%	115
2025 Q2	$556K	Buy	5,054 +304	+6%	+$30.1K	0.08%	119
2025 Q1	$441K	Hold	4,750	–	–	0.07%	122
2024 Q4	$482K	Buy	+4,750	New	+$474K	0.08%	118

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

Family Management's IVW Position: Q2 2026 in Review

Family Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,750 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #148.

Family Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Family Management held 4,750 shares of iShares S&P 500 Growth ETF worth $653K as of Q2 2026.
Family Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of Family Management's portfolio in Q2 2026, its #148 holding.
Family Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.