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Journey Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Journey Advisory Group’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 		$829K Buy
6,025
+7
+0.1% +$924 0.06% 171
2026
Q1 		$681K Sell
6,018
-90
-1% -$10.8K 0.06% 166
2025
Q4 		$753K Sell
6,108
-45
-0.7% -$5.51K 0.06% 169
2025
Q3 		$743K Hold
6,153
– – 0.06% 169
2025
Q2 		$677K Hold
6,153
– – 0.05% 185
2025
Q1 		$571K Hold
6,153
– – 0.05% 181
2024
Q4 		$569K Hold
6,153
– – 0.07% 140
2024
Q3 		$569K Hold
6,153
– – 0.07% 140
2024
Q2 		$569K Hold
6,153
– – 0.07% 138
2024
Q1 		$520K Sell
6,153
-535
-8% -$43K 0.06% 160
2023
Q4 		$502K Hold
6,688
– – 0.07% 146
2023
Q3 		$458K Sell
6,688
-138
-2% -$9.77K 0.07% 151
2023
Q2 		$481K Sell
6,826
-379
-5% -$25.1K 0.07% 153
2023
Q1 		$460K Sell
7,205
-103
-1% -$6.3K 0.07% 156
2022
Q4 		$428K Sell
7,308
-3,378
-32% -$203K 0.11% 142
2022
Q3 		$618K Sell
10,686
-800
-7% -$52K 0.16% 125
2022
Q2 		$779K Buy
11,486
+944
+9% +$62.5K 0.18% 120
2022
Q1 		$805K Hold
10,542
– – 0.2% 106
2021
Q4 		$882K Hold
10,542
– – 0.24% 91
2021
Q3 		$779K Sell
10,542
-182
-2% -$13.9K 0.25% 92
2021
Q2 		$780K Hold
10,724
– – 0.25% 89
2021
Q1 		$698K Hold
10,724
– – 0.24% 92
2020
Q4 		$684K Buy
+10,724
New +$650K 0.26% 84

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Journey Advisory Group's IVW Position: Q2 2026 in Review

Journey Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.12% in Q2 2026, buying an estimated $924 and bringing the position to 6,025 shares worth $829K. The position accounts for 0.06% of the portfolio, ranked #171.

Journey Advisory Group first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $882K in Q4 2021. 1,695 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Journey Advisory Group held 6,025 shares of iShares S&P 500 Growth ETF worth $829K as of Q2 2026.
  • Journey Advisory Group bought 7 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $924.
  • iShares S&P 500 Growth ETF made up 0.06% of Journey Advisory Group's portfolio in Q2 2026, its #171 holding.
  • Journey Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's iShares S&P 500 Growth ETF position peaked at $882K in Q4 2021.
  • 1,695 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.