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

Independent Solutions 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	$20.1M	Sell	146,134 -7,140	-5%	-$943K	2.62%	4
2026 Q1	$17.3M	Buy	153,274 +3,397	+2%	+$409K	2.55%	4
2025 Q4	$18.5M	Sell	149,877 -25,653	-15%	-$3.14M	3.39%	4
2025 Q3	$21.2M	Buy	175,530 +4,034	+2%	+$464K	3.76%	1
2025 Q2	$18.9M	Buy	171,496 +1,288	+0.8%	+$127K	3.69%	2
2025 Q1	$15.8M	Buy	170,208 +4,528	+3%	+$456K	3.54%	2
2024 Q4	$16.8M	Sell	165,680 -16,427	-9%	-$1.64M	3.68%	2
2024 Q3	$17.4M	Sell	182,107 -17,969	-9%	-$1.66M	3.94%	3
2024 Q2	$18.5M	Buy	200,076 +932	+0.5%	+$80.3K	4.24%	2
2024 Q1	$16.8M	Sell	199,144 -12,674	-6%	-$1.02M	3.99%	2
2023 Q4	$15.9M	Sell	211,818 -2,600	-1%	-$185K	4.08%	2
2023 Q3	$14.7M	Buy	214,418 +8,119	+4%	+$575K	3.81%	3
2023 Q2	$14.5M	Sell	206,299 -1,005	-0.5%	-$66.4K	3.66%	4
2023 Q1	$13.2M	Sell	207,304 -6,975	-3%	-$426K	3.9%	4
2022 Q4	$12.5M	Buy	214,279 +11,159	+5%	+$670K	3.82%	4
2022 Q3	$11.8M	Sell	203,120 -4,565	-2%	-$297K	3.85%	4
2022 Q2	$12.5M	Sell	207,685 -35,081	-14%	-$2.32M	3.91%	4
2022 Q1	$18.5M	Sell	242,766 -1,319	-0.5%	-$99.1K	4.36%	3
2021 Q4	$20.4M	Sell	244,085 -17,046	-7%	-$1.37M	4.82%	2
2021 Q3	$19.3M	Sell	261,131 -53,416	-17%	-$4.07M	4.78%	2
2021 Q2	$22.9M	Sell	314,547 -9,709	-3%	-$672K	5.55%	2
2021 Q1	$21.1M	Buy	324,256 +50,293	+18%	+$3.25M	5.8%	2
2020 Q4	$17.5M	Buy	273,963 +13,447	+5%	+$815K	5.46%	2
2020 Q3	$15.1M	Sell	260,516 -30,060	-10%	-$1.7M	5.74%	2
2020 Q2	$15.1M	Sell	290,576 -25,580	-8%	-$1.23M	6.45%	2
2020 Q1	$13M	Sell	316,156 -2,636	-0.8%	-$125K	7.21%	2
2019 Q4	$15.4M	Buy	+318,792	New	+$14.8M	6.83%	2

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

Independent Solutions Wealth Management's IVW Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q2 2026, selling an estimated $943K and leaving 146,134 shares worth $20.1M. The position accounts for 2.62% of the portfolio, ranked #4.

Independent Solutions Wealth Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.9M in Q2 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Independent Solutions Wealth Management held 146,134 shares of iShares S&P 500 Growth ETF worth $20.1M as of Q2 2026.
Independent Solutions Wealth Management sold 7,140 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $943K.
iShares S&P 500 Growth ETF made up 2.62% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #4 holding.
Independent Solutions Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Independent Solutions Wealth Management's iShares S&P 500 Growth ETF position peaked at $22.9M in Q2 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.