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

IAG 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	$86K	Hold	625	–	–	0.01%	179
2026 Q1	$70.7K	Hold	625	–	–	0.01%	188
2025 Q4	$77K	Hold	625	–	–	0.01%	176
2025 Q3	$75.5K	Sell	625 -129	-17%	-$14.8K	0.01%	181
2025 Q2	$83K	Hold	754	–	–	0.01%	163
2025 Q1	$70K	Buy	754 +44	+6%	+$4.44K	0.01%	173
2024 Q4	$72.1K	Buy	710 +255	+56%	+$25.4K	0.01%	169
2024 Q3	$43.6K	Sell	455 -280	-38%	-$25.9K	0.01%	200
2024 Q2	$68K	Hold	735	–	–	0.01%	156
2024 Q1	$62.1K	Sell	735 -75	-9%	-$6.03K	0.01%	148
2023 Q4	$60.8K	Buy	+810	New	+$57.7K	0.01%	144

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

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

IAG Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 625 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #179.

IAG Wealth Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

IAG Wealth Partners held 625 shares of iShares S&P 500 Growth ETF worth $86K as of Q2 2026.
IAG 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 IAG Wealth Partners's portfolio in Q2 2026, its #179 holding.
IAG Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.