IWA
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Inspirion Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Inspirion Wealth 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 		$1.94M Sell
14,141
-92
-0.6% -$12.1K 0.22% 44
2026
Q1 		$1.61M Hold
14,233
– – 0.2% 49
2025
Q4 		$1.75M Sell
14,233
-734
-5% -$89.8K 0.21% 46
2025
Q3 		$1.43M Buy
14,967
+493
+3% +$56.7K 0.2% 49
2025
Q2 		$1.59M Sell
14,474
-450
-3% -$44.5K 0.21% 47
2025
Q1 		$1.39M Sell
14,924
-25
-0.2% -$2.52K 0.19% 50
2024
Q4 		$1.53M Sell
14,949
-18
-0.1% -$1.8K 0.21% 46
2024
Q3 		$1.43M Sell
14,967
-723
-5% -$66.8K 0.2% 49
2024
Q2 		$1.45M Sell
15,690
-400
-2% -$34.5K 0.22% 43
2024
Q1 		$1.36M Buy
16,090
+140
+0.9% +$11.2K 0.22% 48
2023
Q4 		$1.18M Sell
15,950
-106
-0.7% -$7.54K 0.21% 50
2023
Q3 		$1.1M Hold
16,056
– – 0.21% 50
2023
Q2 		$1.13M Sell
16,056
-207
-1% -$13.7K 0.22% 47
2023
Q1 		$1.04M Sell
16,263
-1,316
-7% -$80.4K 0.21% 48
2022
Q4 		$1.03M Sell
17,579
-3,219
-15% -$193K 0.22% 44
2022
Q3 		$1.2M Buy
20,798
+2,284
+12% +$148K 0.27% 38
2022
Q2 		$1.12M Buy
+18,514
New +$1.23M 0.25% 42

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Inspirion Wealth Advisors's IVW Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.65% in Q2 2026, selling an estimated $12.1K and leaving 14,141 shares worth $1.94M. The position accounts for 0.22% of the portfolio, ranked #44.

Inspirion Wealth Advisors first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Inspirion Wealth Advisors held 14,141 shares of iShares S&P 500 Growth ETF worth $1.94M as of Q2 2026.
  • Inspirion Wealth Advisors sold 92 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.1K.
  • iShares S&P 500 Growth ETF made up 0.22% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Inspirion Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.