Kestra Private Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kestra Private Wealth Services’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	$40.5M	Buy	294,758 +24,047	+9%	+$3.18M	0.45%	36
2026 Q1	$30.6M	Buy	270,711 +20,171	+8%	+$2.43M	0.38%	46
2025 Q4	$30.9M	Buy	250,540 +7,147	+3%	+$875K	0.38%	43
2025 Q3	$29.4M	Buy	243,393 +14,743	+6%	+$1.7M	0.38%	44
2025 Q2	$25.2M	Buy	228,650 +3,755	+2%	+$372K	0.36%	49
2025 Q1	$20.9M	Buy	224,895 +51,839	+30%	+$5.23M	0.35%	56
2024 Q4	$17.6M	Buy	173,056 +17,689	+11%	+$1.76M	0.3%	65
2024 Q3	$14.9M	Buy	155,367 +23,538	+18%	+$2.17M	0.27%	78
2024 Q2	$12.2M	Buy	131,829 +22,726	+21%	+$1.96M	0.24%	90
2024 Q1	$9.21M	Buy	109,103 +25,711	+31%	+$2.07M	0.21%	118
2023 Q4	$6.26M	Sell	83,392 -733	-0.9%	-$52.2K	0.16%	160
2023 Q3	$5.76M	Buy	84,125 +26,683	+46%	+$1.89M	0.18%	137
2023 Q2	$4.05M	Buy	57,442 +3,523	+7%	+$233K	0.14%	166
2023 Q1	$3.44M	Buy	53,919 +7,621	+16%	+$466K	0.14%	169
2022 Q4	$2.71M	Sell	46,298 -26,064	-36%	-$1.57M	0.14%	168
2022 Q3	$4.19M	Buy	72,362 +6,421	+10%	+$417K	0.24%	104
2022 Q2	$3.98M	Buy	65,941 +19,909	+43%	+$1.32M	0.23%	115
2022 Q1	$3.52M	Sell	46,032 -9,729	-17%	-$731K	0.17%	138
2021 Q4	$4.67M	Buy	55,761 +17,096	+44%	+$1.38M	0.22%	112
2021 Q3	$2.86M	Sell	38,665 -451	-1%	-$34.4K	0.16%	147
2021 Q2	$2.85M	Sell	39,116 -8,681	-18%	-$601K	0.17%	135
2021 Q1	$3.11M	Sell	47,797 -32,235	-40%	-$2.08M	0.22%	113
2020 Q4	$5.09M	Buy	80,032 +1,084	+1%	+$65.7K	0.37%	64
2020 Q3	$4.56M	Buy	+78,948	New	+$4.47M	0.4%	64

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 Private Wealth Services's IVW Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 8.9% in Q2 2026, buying an estimated $3.18M and bringing the position to 294,758 shares worth $40.5M. The position accounts for 0.45% of the portfolio, ranked #36.

Kestra Private Wealth Services first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kestra Private Wealth Services held 294,758 shares of iShares S&P 500 Growth ETF worth $40.5M as of Q2 2026.
Kestra Private Wealth Services bought 24,047 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.18M.
iShares S&P 500 Growth ETF made up 0.45% of Kestra Private Wealth Services's portfolio in Q2 2026, its #36 holding.
Kestra Private Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.