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

Family Office Research’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	$588K	Sell	4,275 -75	-2%	-$9.9K	0.22%	46
2026 Q1	$492K	Sell	4,350 -65	-1%	-$7.82K	0.21%	47
2025 Q4	$549K	Sell	4,415 -200	-4%	-$24.5K	0.22%	47
2025 Q3	$557K	Sell	4,615 -69	-1%	-$7.94K	0.24%	44
2025 Q2	$516K	Sell	4,684 -100	-2%	-$9.9K	0.24%	42
2025 Q1	$444K	Sell	4,784 -1,182	-20%	-$119K	0.22%	46
2024 Q4	$606K	Buy	+5,966	New	+$595K	0.27%	39

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 Office Research's IVW Position: Q2 2026 in Review

Family Office Research reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $9.9K and leaving 4,275 shares worth $588K. The position accounts for 0.22% of the portfolio, ranked #46.

Family Office Research first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $606K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Family Office Research held 4,275 shares of iShares S&P 500 Growth ETF worth $588K as of Q2 2026.
Family Office Research sold 75 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.9K.
iShares S&P 500 Growth ETF made up 0.22% of Family Office Research's portfolio in Q2 2026, its #46 holding.
Family Office Research first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's iShares S&P 500 Growth ETF position peaked at $606K in Q4 2024.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.