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Holistic Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holistic Planning’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 		$8.05M Buy
58,555
+38,100
+186% +$5.03M 1.25% 16
2026
Q1 		$2.31M Buy
20,455
+2,056
+11% +$247K 0.46% 44
2025
Q4 		$2.27M Sell
18,399
-914
-5% -$112K 0.48% 43
2025
Q3 		$2.33M Buy
19,313
+412
+2% +$47.4K 0.61% 32
2025
Q2 		$2.08M Buy
18,901
+359
+2% +$35.5K 0.6% 33
2025
Q1 		$1.72M Sell
18,542
-481
-3% -$48.5K 0.58% 33
2024
Q4 		$1.93M Buy
19,023
+222
+1% +$22.1K 0.7% 28
2024
Q3 		$1.8M Buy
18,801
+5,961
+46% +$550K 0.76% 29
2024
Q2 		$1.08M Hold
12,840
– – 0.83% 41
2024
Q1 		$1.08M Sell
12,840
-2,227
-15% -$179K 0.83% 42
2023
Q4 		$1.13M Buy
+15,067
New +$1.07M 0.95% 36

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

Holistic Planning's IVW Position: Q2 2026 in Review

Holistic Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 186% in Q2 2026, buying an estimated $5.03M and bringing the position to 58,555 shares worth $8.05M. The position accounts for 1.25% of the portfolio, ranked #16.

Holistic Planning first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Holistic Planning held 58,555 shares of iShares S&P 500 Growth ETF worth $8.05M as of Q2 2026.
  • Holistic Planning bought 38,100 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.03M.
  • iShares S&P 500 Growth ETF made up 1.25% of Holistic Planning's portfolio in Q2 2026, its #16 holding.
  • Holistic Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.