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

Jamison Private 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 		$9.44M Buy
+68,611
New +$9.06M 0.95% 36
2023
Q4 		– Sell
-17
Closed -$1.16K – 404
2023
Q3 		$1.16K Buy
+17
New +$1.2K ﹤0.01% 376

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Jamison Private Wealth Management's IVW Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 68,611 shares worth $9.44M. The stake represents 0.95% of the portfolio and ranks #36 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in IVW as recently as Q3 2023.

Jamison Private Wealth Management first reported a position in IVW in Q3 2023 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Jamison Private Wealth Management held 68,611 shares of iShares S&P 500 Growth ETF worth $9.44M as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Jamison Private Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.95% of Jamison Private Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Jamison Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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