Heritage Wealth Management (Ohio)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heritage Wealth Management (Ohio)’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	$396K	Buy	+2,881	New	+$380K	0.1%	196
2026 Q1	–	Sell	-2,945	Closed	-$363K	–	197
2025 Q4	$363K	Sell	2,945 -510	-15%	-$62.4K	0.1%	183
2025 Q3	$417K	Buy	+3,455	New	+$397K	0.12%	163

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 Management (Ohio)'s IVW Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,881 shares worth $396K. The stake represents 0.1% of the portfolio and ranks #196 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IVW as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. The position peaked at $417K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,881 shares of iShares S&P 500 Growth ETF worth $396K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #196 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
Heritage Wealth Management (Ohio)'s iShares S&P 500 Growth ETF position peaked at $417K in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.