Financial & Tax Architects’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial & Tax Architects’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	$5.7M	Buy	+41,460	New	+$5.47M	1.2%	36
2026 Q1	–	Sell	-26,987	Closed	-$3.33M	–	115
2025 Q4	$3.33M	Buy	26,987 +14,882	+123%	+$1.82M	0.75%	46
2025 Q3	$1.46M	Buy	+12,105	New	+$1.39M	0.32%	56
2025 Q1	–	Sell	-8,456	Closed	-$859K	–	107
2024 Q4	$859K	Buy	+8,456	New	+$844K	0.22%	57

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

Financial & Tax Architects's IVW Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 41,460 shares worth $5.7M. The stake represents 1.2% of the portfolio and ranks #36 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in IVW as recently as Q4 2025.

Financial & Tax Architects first reported a position in IVW in Q4 2024 and has held it in 4 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Financial & Tax Architects held 41,460 shares of iShares S&P 500 Growth ETF worth $5.7M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Financial & Tax Architects position in Q2 2026.
iShares S&P 500 Growth ETF made up 1.2% of Financial & Tax Architects's portfolio in Q2 2026, its #36 holding.
Financial & Tax Architects first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.