Grey Fox Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Grey Fox Wealth 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	$224K	Buy	+1,627	New	+$215K	0.04%	163
2026 Q1	–	Sell	-1,679	Closed	-$207K	–	142
2025 Q4	$207K	Sell	1,679 -442	-21%	-$54.1K	0.04%	129
2025 Q3	$256K	Sell	2,121 -232	-10%	-$26.7K	0.05%	123
2025 Q2	$259K	Sell	2,353 -28	-1%	-$2.77K	0.06%	112
2025 Q1	$221K	Sell	2,381 -2	-0.1%	-$202	0.06%	116
2024 Q4	$242K	Sell	2,383 -4	-0.2%	-$399	0.07%	114
2024 Q3	$229K	Sell	2,387 -63	-3%	-$5.82K	0.06%	112
2024 Q2	$227K	Sell	2,450 -650	-21%	-$56K	0.08%	116
2024 Q1	$262K	Sell	3,100 -90	-3%	-$7.23K	0.1%	111
2023 Q4	$240K	Buy	+3,190	New	+$227K	0.1%	98
2023 Q2	–	Sell	-2,024	Closed	-$129K	–	308
2023 Q1	$129K	Buy	2,024 +307	+18%	+$18.8K	0.08%	116
2022 Q4	$100K	Buy	+1,717	New	+$103K	0.07%	133

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

Grey Fox Wealth Advisors's IVW Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,627 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in IVW as recently as Q4 2025.

Grey Fox Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 12 quarters since. The position peaked at $262K in Q1 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Grey Fox Wealth Advisors held 1,627 shares of iShares S&P 500 Growth ETF worth $224K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Grey Fox Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
Grey Fox Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $262K in Q1 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.