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

Hemming & 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 		$30.3M Sell
220,223
-6,362
-3% -$840K 18.44% 2
2026
Q1 		$25.6M Buy
226,585
+43,008
+23% +$5.17M 17.89% 2
2025
Q4 		$22.6M Buy
+183,577
New +$22.5M 15.49% 2

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hemming & Wealth Management's IVW Position: Q2 2026 in Review

Hemming & Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, selling an estimated $840K and leaving 220,223 shares worth $30.3M. The position accounts for 18.44% of the portfolio, ranked #2.

Hemming & Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hemming & Wealth Management held 220,223 shares of iShares S&P 500 Growth ETF worth $30.3M as of Q2 2026.
  • Hemming & Wealth Management sold 6,362 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $840K.
  • iShares S&P 500 Growth ETF made up 18.44% of Hemming & Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Hemming & Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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