Iams Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Iams Wealth Management’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	$1.06M	Buy	7,705 +8	+0.1%	+$1.06K	0.32%	93
2026 Q1	$871K	Sell	7,697 -2,215	-22%	-$266K	0.3%	98
2025 Q4	$1.22M	Sell	9,912 -439	-4%	-$53.7K	0.44%	77
2025 Q3	$1.25M	Sell	10,351 -3,528	-25%	-$406K	0.5%	63
2025 Q2	$1.53M	Sell	13,879 -9,746	-41%	-$965K	0.7%	47
2025 Q1	$2.19M	Sell	23,625 -3,849	-14%	-$388K	1%	33
2024 Q4	$2.79M	Buy	27,474 +5,707	+26%	+$569K	1.28%	17
2024 Q3	$2.08M	Buy	21,767 +3,327	+18%	+$307K	1.02%	24
2024 Q2	$1.71M	Sell	18,440 -5,537	-23%	-$477K	0.93%	36
2024 Q1	$1.97M	Buy	23,977 +5,661	+31%	+$455K	1.2%	18
2023 Q4	$1.38M	Buy	18,316 +2,294	+14%	+$163K	0.89%	37
2023 Q3	$1.1M	Buy	+16,022	New	+$1.13M	0.76%	43
2023 Q2	–	Sell	-9,635	Closed	-$637K	–	185
2023 Q1	$607K	Buy	9,635 +1,930	+25%	+$118K	0.5%	68
2022 Q4	$451K	Buy	+7,705	New	+$463K	0.46%	71

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

Iams Wealth Management's IVW Position: Q2 2026 in Review

Iams Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, buying an estimated $1.06K and bringing the position to 7,705 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #93.

Iams Wealth Management first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.79M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Iams Wealth Management held 7,705 shares of iShares S&P 500 Growth ETF worth $1.06M as of Q2 2026.
Iams Wealth Management bought 8 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.06K.
iShares S&P 500 Growth ETF made up 0.32% of Iams Wealth Management's portfolio in Q2 2026, its #93 holding.
Iams Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.79M in Q4 2024.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.