Jim Saulnier & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jim Saulnier & Associates’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	$564K	Buy	4,101 +4	+0.1%	+$528	0.23%	78
2026 Q1	$463K	Buy	4,097 +4	+0.1%	+$481	0.23%	84
2025 Q4	$505K	Buy	4,093 +4	+0.1%	+$490	0.26%	80
2025 Q3	$494K	Buy	4,089 +5	+0.1%	+$575	0.28%	74
2025 Q2	$450K	Buy	4,084 +16	+0.4%	+$1.58K	0.31%	67
2025 Q1	$378K	Buy	4,068 +19	+0.5%	+$1.92K	0.29%	67
2024 Q4	$411K	Buy	4,049 +5	+0.1%	+$499	0.35%	54
2024 Q3	$387K	Buy	+4,044	New	+$373K	0.38%	52

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

Jim Saulnier & Associates's IVW Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, buying an estimated $528 and bringing the position to 4,101 shares worth $564K. The position accounts for 0.23% of the portfolio, ranked #78.

Jim Saulnier & Associates first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Jim Saulnier & Associates held 4,101 shares of iShares S&P 500 Growth ETF worth $564K as of Q2 2026.
Jim Saulnier & Associates bought 4 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528.
iShares S&P 500 Growth ETF made up 0.23% of Jim Saulnier & Associates's portfolio in Q2 2026, its #78 holding.
Jim Saulnier & Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.