High Net Worth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

High Net Worth Advisory Group’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	–	Sell	-1,800	Closed	-$204K	–	257
2026 Q1	$204K	Sell	1,800 -1,000	-36%	-$120K	0.05%	234
2025 Q4	$345K	Sell	2,800 -1,000	-26%	-$122K	0.08%	175
2025 Q3	$459K	Hold	3,800	–	–	0.11%	143
2025 Q2	$418K	Hold	3,800	–	–	0.11%	146
2025 Q1	$353K	Sell	3,800 -200	-5%	-$20.2K	0.1%	152
2024 Q4	$406K	Sell	4,000 -14	-0.3%	-$1.4K	0.11%	139
2024 Q3	$384K	Buy	4,014 +14	+0.4%	+$1.29K	0.11%	150
2024 Q2	$370K	Hold	4,000	–	–	0.11%	140
2024 Q1	$338K	Hold	4,000	–	–	0.11%	148
2023 Q4	$300K	Hold	4,000	–	–	0.11%	142
2023 Q3	$274K	Hold	4,000	–	–	0.11%	147
2023 Q2	$282K	Hold	4,000	–	–	0.11%	150
2023 Q1	$256K	Hold	4,000	–	–	0.1%	158
2022 Q4	$234K	Sell	4,000 -59	-1%	-$3.54K	0.09%	167
2022 Q3	$235K	Buy	4,059 +59	+1%	+$3.83K	0.1%	165
2022 Q2	$241K	Hold	4,000	–	–	0.1%	163
2022 Q1	$306K	Hold	4,000	–	–	0.11%	145
2021 Q4	$335K	Buy	+4,000	New	+$322K	0.12%	145

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

High Net Worth Advisory Group's IVW Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 1,800 shares — an estimated $204K sold.

High Net Worth Advisory Group first reported a position in IVW in Q4 2021 and held it in 18 quarters. The position peaked at $459K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

High Net Worth Advisory Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
High Net Worth Advisory Group sold 1,800 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $204K.
High Net Worth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 18 quarters.
High Net Worth Advisory Group's iShares S&P 500 Growth ETF position peaked at $459K in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.