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

Greenhouse Wealth 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	$224K	Buy	+1,626	New	+$215K	0.16%	50
2026 Q1	–	Sell	-1,626	Closed	-$200K	–	59
2025 Q4	$200K	Buy	+1,626	New	+$199K	0.12%	59
2021 Q1	–	Sell	-1,632	Closed	-$104K	–	84
2020 Q4	$104K	Buy	+1,632	New	+$99K	0.1%	76

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

Greenhouse Wealth Management's IVW Position: Q2 2026 in Review

Greenhouse Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,626 shares worth $224K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Greenhouse Wealth Management previously reported a position in IVW as recently as Q4 2025.

Greenhouse Wealth Management first reported a position in IVW in Q4 2020 and has held it in 3 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Greenhouse Wealth Management held 1,626 shares of iShares S&P 500 Growth ETF worth $224K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Greenhouse Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.16% of Greenhouse Wealth Management's portfolio in Q2 2026, its #50 holding.
Greenhouse Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 3 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.