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

Huntleigh 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	$685K	Hold	4,983	–	–	0.1%	169
2026 Q1	$564K	Sell	4,983 -1,505	-23%	-$181K	0.1%	164
2025 Q4	$800K	Sell	6,488 -108	-2%	-$13.2K	0.14%	137
2025 Q3	$796K	Sell	6,596 -90	-1%	-$10.4K	0.14%	132
2025 Q2	$736K	Sell	6,686 -10	-0.1%	-$990	0.14%	124
2025 Q1	$622K	Sell	6,696 -54	-0.8%	-$5.44K	0.1%	128
2024 Q4	$685K	Buy	+6,750	New	+$673K	0.15%	114

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

Huntleigh Advisors's IVW Position: Q2 2026 in Review

Huntleigh Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,983 shares worth $685K. The position accounts for 0.1% of the portfolio, ranked #169.

Huntleigh Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Huntleigh Advisors held 4,983 shares of iShares S&P 500 Growth ETF worth $685K as of Q2 2026.
Huntleigh Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Huntleigh Advisors's portfolio in Q2 2026, its #169 holding.
Huntleigh Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's iShares S&P 500 Growth ETF position peaked at $800K in Q4 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.