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

Inspire 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	$2.28M	Sell	16,560 -629	-4%	-$83.1K	0.16%	110
2026 Q1	$1.94M	Buy	17,189 +12,197	+244%	+$1.47M	0.16%	106
2025 Q4	$615K	Buy	4,992 +925	+23%	+$113K	0.06%	271
2025 Q3	$491K	Buy	4,067 +240	+6%	+$27.6K	0.05%	309
2025 Q2	$421K	Buy	3,827 +242	+7%	+$24K	0.04%	320
2025 Q1	$333K	Buy	3,585 +654	+22%	+$65.9K	0.04%	332
2024 Q4	$298K	Buy	2,931 +329	+13%	+$32.8K	0.04%	301
2024 Q3	$249K	Buy	2,602 +109	+4%	+$10.1K	0.03%	316
2024 Q2	$231K	Buy	+2,493	New	+$215K	0.03%	303
2021 Q1	–	Sell	-320	Closed	-$20K	–	404
2020 Q4	$20K	Buy	+320	New	+$19.4K	0.01%	426

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

Inspire Advisors's IVW Position: Q2 2026 in Review

Inspire Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q2 2026, selling an estimated $83.1K and leaving 16,560 shares worth $2.28M. The position accounts for 0.16% of the portfolio, ranked #110.

Inspire Advisors first reported a position in IVW in Q4 2020 and has held it in 10 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Inspire Advisors held 16,560 shares of iShares S&P 500 Growth ETF worth $2.28M as of Q2 2026.
Inspire Advisors sold 629 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $83.1K.
iShares S&P 500 Growth ETF made up 0.16% of Inspire Advisors's portfolio in Q2 2026, its #110 holding.
Inspire Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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