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

Heritage 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	$7.75M	Sell	56,324 -4,364	-7%	-$576K	0.27%	34
2026 Q1	$6.86M	Buy	60,688 +222	+0.4%	+$26.7K	0.27%	35
2025 Q4	$7.45M	Buy	60,466 +16	+0%	+$1.96K	0.28%	38
2025 Q3	$7.3M	Buy	60,450 +1,212	+2%	+$139K	0.32%	36
2025 Q2	$6.52M	Sell	59,238 -500	-0.8%	-$49.5K	0.31%	38
2025 Q1	$5.55M	Buy	59,738 +23	+0%	+$2.32K	0.28%	37
2024 Q4	$6.06M	Sell	59,715 -17	-0%	-$1.7K	0.3%	38
2024 Q3	$5.72M	Sell	59,732 -30	-0.1%	-$2.77K	0.27%	39
2024 Q2	$5.53M	Sell	59,762 -379	-0.6%	-$32.7K	0.25%	41
2024 Q1	$5.08M	Sell	60,141 -105	-0.2%	-$8.44K	0.23%	44
2023 Q4	$4.52M	Hold	60,246	–	–	0.23%	43
2023 Q3	$4.12M	Sell	60,246 -242	-0.4%	-$17.1K	0.22%	41
2023 Q2	$4.26M	Sell	60,488 -127	-0.2%	-$8.4K	0.23%	40
2023 Q1	$3.87M	Sell	60,615 -2,203	-4%	-$135K	0.22%	40
2022 Q4	$3.67M	Sell	62,818 -10,000	-14%	-$600K	0.21%	41
2022 Q3	$4.21M	Sell	72,818 -200	-0.3%	-$13K	0.31%	36
2022 Q2	$4.41M	Buy	73,018 +4,777	+7%	+$316K	0.31%	36
2022 Q1	$5.21M	Buy	68,241 +68,221	+341,105%	+$5.13M	0.29%	38
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	515
2021 Q3	$1.48K	Hold	20	–	–	﹤0.01%	506
2021 Q2	$1.46K	Buy	+20	New	+$1.38K	﹤0.01%	518

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

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

Heritage Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q2 2026, selling an estimated $576K and leaving 56,324 shares worth $7.75M. The position accounts for 0.27% of the portfolio, ranked #34.

Heritage Wealth Advisors first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Heritage Wealth Advisors held 56,324 shares of iShares S&P 500 Growth ETF worth $7.75M as of Q2 2026.
Heritage Wealth Advisors sold 4,364 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $576K.
iShares S&P 500 Growth ETF made up 0.27% of Heritage Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Heritage Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.