JWM
IVW icon

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

JGP 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 		$664K Sell
4,831
-5
-0.1% -$660 0.06% 139
2026
Q1 		$547K Hold
4,836
– – 0.06% 139
2025
Q4 		$596K Buy
4,836
+10
+0.2% +$1.22K 0.06% 136
2025
Q3 		$586K Sell
4,826
-1,121
-19% -$129K 0.06% 131
2025
Q2 		$655K Sell
5,947
-35
-0.6% -$3.46K 0.08% 121
2025
Q1 		$555K Buy
5,982
+25
+0.4% +$2.52K 0.07% 117
2024
Q4 		$605K Buy
5,957
+61
+1% +$6.08K 0.08% 121
2024
Q3 		$565K Sell
5,896
-187
-3% -$17.3K 0.07% 120
2024
Q2 		$563K Buy
6,083
+1,444
+31% +$124K 0.08% 118
2024
Q1 		$392K Sell
4,639
-4,382
-49% -$352K 0.06% 129
2023
Q4 		$677K Sell
9,021
-22,065
-71% -$1.57M 0.1% 106
2023
Q3 		$2.13M Sell
31,086
-1,566
-5% -$111K 0.36% 57
2023
Q2 		$2.3M Buy
32,652
+1,396
+4% +$92.3K 0.38% 55
2023
Q1 		$2M Sell
31,256
-69
-0.2% -$4.22K 0.35% 57
2022
Q4 		$1.83M Buy
31,325
+2,762
+10% +$166K 0.34% 59
2022
Q3 		$1.67M Buy
28,563
+2,062
+8% +$134K 0.35% 57
2022
Q2 		$1.65M Buy
26,501
+1,490
+6% +$98.6K 0.33% 58
2022
Q1 		$1.86M Buy
25,011
+2,433
+11% +$183K 0.34% 57
2021
Q4 		$1.83M Buy
22,578
+161
+0.7% +$13K 0.34% 56
2021
Q3 		$1.66M Buy
22,417
+356
+2% +$27.1K 0.36% 54
2021
Q2 		$1.6M Sell
22,061
-1,385
-6% -$95.9K 0.34% 55
2021
Q1 		$1.53M Buy
23,446
+174
+0.7% +$11.2K 0.34% 57
2020
Q4 		$1.54M Buy
23,272
+468
+2% +$28.4K 0.36% 54
2020
Q3 		$1.33M Buy
22,804
+284
+1% +$16.1K 0.35% 57
2020
Q2 		$1.21M Buy
22,520
+1,764
+8% +$84.6K 0.36% 55
2020
Q1 		$909K Buy
20,756
+2,196
+12% +$104K 0.32% 69
2019
Q4 		$909K Buy
18,560
+604
+3% +$28K 0.27% 76
2019
Q3 		$785K Buy
17,956
+1,032
+6% +$46.7K 0.27% 79
2019
Q2 		$758K Buy
16,924
+892
+6% +$39.2K 0.27% 79
2019
Q1 		$691K Buy
16,032
+4,164
+35% +$171K 0.26% 82
2018
Q4 		$447K Buy
11,868
+3,056
+35% +$124K 0.18% 88
2018
Q3 		$392K Buy
8,812
+3,552
+68% +$153K 0.16% 92
2018
Q2 		$214K Buy
+5,260
New +$211K 0.09% 114

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, selling an estimated $660 and leaving 4,831 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #139.

JGP Wealth Management first reported a position in IVW in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.3M in Q2 2023. 923 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • JGP Wealth Management held 4,831 shares of iShares S&P 500 Growth ETF worth $664K as of Q2 2026.
  • JGP Wealth Management sold 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
  • iShares S&P 500 Growth ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #139 holding.
  • JGP Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.3M in Q2 2023.
  • 923 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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