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

JPL 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 		$79.9K Buy
+581
New +$76.7K 0.02% 199
2025
Q4 		– Sell
-864
Closed -$104K – 624
2025
Q3 		$104K Buy
+864
New +$99.4K 0.02% 166

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

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

JPL Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 581 shares worth $79.9K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IVW as recently as Q3 2025.

JPL Wealth Management first reported a position in IVW in Q3 2025 and has held it in 2 quarters since. The position peaked at $104K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • JPL Wealth Management held 581 shares of iShares S&P 500 Growth ETF worth $79.9K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new JPL Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #199 holding.
  • JPL Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares S&P 500 Growth ETF position peaked at $104K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.