Goldstein Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Goldstein Advisors’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	$659K	Buy	4,793 +29	+0.6%	+$3.83K	0.06%	105
2026 Q1	$539K	Buy	4,764 +210	+5%	+$25.3K	0.06%	99
2025 Q4	$561K	Sell	4,554 -932	-17%	-$114K	0.06%	97
2025 Q3	$662K	Buy	5,486 +323	+6%	+$37.1K	0.08%	85
2025 Q2	$568K	Sell	5,163 -8	-0.2%	-$792	0.08%	86
2025 Q1	$480K	Sell	5,171 -13	-0.3%	-$1.31K	0.07%	96
2024 Q4	$526K	Sell	5,184 -412	-7%	-$41.1K	0.08%	90
2024 Q3	$536K	Buy	5,596 +45	+0.8%	+$4.16K	0.08%	84
2024 Q2	$514K	Buy	5,551 +296	+6%	+$25.5K	0.09%	79
2024 Q1	$444K	Sell	5,255 -55	-1%	-$4.42K	0.08%	86
2023 Q4	$399K	Sell	5,310 -184	-3%	-$13.1K	0.07%	118
2023 Q3	$376K	Hold	5,494	–	–	0.08%	89
2023 Q2	$387K	Hold	5,494	–	–	0.08%	89
2023 Q1	$351K	Sell	5,494 -277	-5%	-$16.9K	0.08%	95
2022 Q4	$338K	Buy	+5,771	New	+$347K	0.08%	92

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

Goldstein Advisors's IVW Position: Q2 2026 in Review

Goldstein Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q2 2026, buying an estimated $3.83K and bringing the position to 4,793 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #105.

Goldstein Advisors first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $662K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Goldstein Advisors held 4,793 shares of iShares S&P 500 Growth ETF worth $659K as of Q2 2026.
Goldstein Advisors bought 29 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.83K.
iShares S&P 500 Growth ETF made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #105 holding.
Goldstein Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's iShares S&P 500 Growth ETF position peaked at $662K in Q3 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.