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

HCR 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	$959K	Sell	6,976 -195	-3%	-$25.7K	0.09%	116
2026 Q1	$811K	Buy	7,171 +129	+2%	+$15.5K	0.08%	121
2025 Q4	$868K	Buy	7,042 +2	+0%	+$245	0.09%	119
2025 Q3	$855K	Buy	7,040 +14	+0.2%	+$1.61K	0.09%	117
2025 Q2	$774K	Sell	7,026 -14	-0.2%	-$1.39K	0.09%	115
2025 Q1	$654K	Buy	7,040 +3	+0%	+$302	0.09%	119
2024 Q4	$714K	Hold	7,037	–	–	0.09%	116
2024 Q3	$674K	Hold	7,037	–	–	0.09%	121
2024 Q2	$651K	Buy	7,037 +47	+0.7%	+$4.05K	0.09%	115
2024 Q1	$590K	Buy	6,990 +8	+0.1%	+$643	0.09%	122
2023 Q4	$524K	Buy	6,982 +978	+16%	+$69.6K	0.08%	118
2023 Q3	$411K	Hold	6,004	–	–	0.09%	114
2023 Q2	$423K	Buy	6,004 +100	+2%	+$6.61K	0.08%	123
2023 Q1	$377K	Hold	5,904	–	–	0.07%	128
2022 Q4	$345K	Hold	5,904	–	–	0.07%	132
2022 Q3	$342K	Hold	5,904	–	–	0.07%	132
2022 Q2	$356K	Hold	5,904	–	–	0.07%	132
2022 Q1	$451K	Hold	5,904	–	–	0.07%	133
2021 Q4	$494K	Hold	5,904	–	–	0.08%	138
2021 Q3	$436K	Hold	5,904	–	–	0.07%	144
2021 Q2	$429K	Sell	5,904 -208	-3%	-$14.4K	0.07%	141
2021 Q1	$398K	Buy	+6,112	New	+$395K	0.08%	139

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

HCR Wealth Advisors's IVW Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q2 2026, selling an estimated $25.7K and leaving 6,976 shares worth $959K. The position accounts for 0.09% of the portfolio, ranked #116.

HCR Wealth Advisors first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

HCR Wealth Advisors held 6,976 shares of iShares S&P 500 Growth ETF worth $959K as of Q2 2026.
HCR Wealth Advisors sold 195 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.7K.
iShares S&P 500 Growth ETF made up 0.09% of HCR Wealth Advisors's portfolio in Q2 2026, its #116 holding.
HCR Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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