Highline Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Highline Wealth Partners’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	$4.54K	Hold	33	–	–	﹤0.01%	884
2026 Q1	$3.73K	Hold	33	–	–	﹤0.01%	822
2025 Q4	$4.07K	Buy	+33	New	+$4.04K	﹤0.01%	620
2024 Q3	–	Sell	-263	Closed	-$24.3K	–	617
2024 Q2	$24.3K	Hold	263	–	–	0.01%	163
2024 Q1	$22.2K	Hold	263	–	–	0.01%	165
2023 Q4	$19.8K	Hold	263	–	–	0.01%	162
2023 Q3	$18K	Buy	+263	New	+$18.6K	0.01%	154
2022 Q4	–	Sell	-45	Closed	-$2.6K	–	339
2022 Q3	$2.6K	Buy	+45	New	+$2.92K	﹤0.01%	199

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

Highline Wealth Partners's IVW Position: Q2 2026 in Review

Highline Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 33 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Highline Wealth Partners first reported a position in IVW in Q3 2022 and has held it in 8 quarters since. The position peaked at $24.3K in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Highline Wealth Partners held 33 shares of iShares S&P 500 Growth ETF worth $4.54K as of Q2 2026.
Highline Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #884 holding.
Highline Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 8 quarters since.
Highline Wealth Partners's iShares S&P 500 Growth ETF position peaked at $24.3K in Q2 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.