Kestra Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kestra Investment 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	$1.75M	Buy	12,700 +1,580	+14%	+$209K	0.03%	154
2026 Q1	$1.26M	Buy	11,120 +4,558	+69%	+$548K	0.02%	184
2025 Q4	$809K	Sell	6,562 -136	-2%	-$16.6K	0.02%	222
2025 Q3	$809K	Buy	6,698 +289	+5%	+$33.2K	0.02%	222
2025 Q2	$706K	Buy	6,409 +17	+0.3%	+$1.68K	0.02%	235
2025 Q1	$593K	Buy	6,392 +2,560	+67%	+$258K	0.02%	247
2024 Q4	$389K	Buy	3,832 +678	+21%	+$67.6K	0.02%	272
2024 Q3	$302K	Buy	+3,154	New	+$291K	0.01%	267

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

Kestra Investment Management's IVW Position: Q2 2026 in Review

Kestra Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 12,700 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #154.

Kestra Investment Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kestra Investment Management held 12,700 shares of iShares S&P 500 Growth ETF worth $1.75M as of Q2 2026.
Kestra Investment Management bought 1,580 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $209K.
iShares S&P 500 Growth ETF made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #154 holding.
Kestra Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.