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

Kaydan 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 		$2.87M Buy
20,893
+435
+2% +$57.4K 0.88% 23
2026
Q1 		$2.31M Buy
20,458
+21
+0.1% +$2.53K 0.77% 24
2025
Q4 		$2.52M Buy
20,437
+12
+0.1% +$1.47K 0.73% 24
2025
Q3 		$2.47M Buy
20,425
+60
+0.3% +$6.9K 0.7% 28
2025
Q2 		$2.24M Buy
20,365
+34
+0.2% +$3.37K 0.73% 26
2025
Q1 		$1.89M Buy
20,331
+2
+0% +$202 0.61% 28
2024
Q4 		$2.06M Buy
20,329
+51
+0.3% +$5.09K 0.69% 24
2024
Q3 		$1.94M Buy
20,278
+280
+1% +$25.9K 0.57% 26
2024
Q2 		$1.85M Sell
19,998
-143
-0.7% -$12.3K 0.66% 25
2024
Q1 		$1.7M Buy
20,141
+247
+1% +$19.8K 0.58% 25
2023
Q4 		$1.49M Sell
19,894
-170
-0.8% -$12.1K 0.61% 27
2023
Q3 		$1.37M Sell
20,064
-468
-2% -$33.1K 0.55% 25
2023
Q2 		$1.45M Sell
20,532
-323
-2% -$21.4K 0.61% 23
2023
Q1 		$1.33M Hold
20,855
– – 0.55% 22
2022
Q4 		$1.22M Sell
20,855
-516
-2% -$31K 0.49% 25
2022
Q3 		$1.24M Sell
21,371
-173
-0.8% -$11.2K 0.68% 21
2022
Q2 		$1.3M Sell
21,544
-959
-4% -$63.5K 0.72% 19
2022
Q1 		$1.72M Buy
22,503
+179
+0.8% +$13.4K 0.76% 23
2021
Q4 		$1.87M Buy
+22,324
New +$1.8M 0.71% 23

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

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

Kaydan Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2026, buying an estimated $57.4K and bringing the position to 20,893 shares worth $2.87M. The position accounts for 0.88% of the portfolio, ranked #23.

Kaydan Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kaydan Wealth Management held 20,893 shares of iShares S&P 500 Growth ETF worth $2.87M as of Q2 2026.
  • Kaydan Wealth Management bought 435 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $57.4K.
  • iShares S&P 500 Growth ETF made up 0.88% of Kaydan Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Kaydan Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.