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

Kiley Juergens 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	$1.08M	Sell	7,851 -343	-4%	-$45.3K	0.17%	91
2026 Q1	$927K	Buy	+8,194	New	+$985K	0.16%	95
2023 Q2	–	Sell	-10,013	Closed	-$640K	–	74
2023 Q1	$640K	Sell	10,013 -1,220	-11%	-$74.6K	0.24%	62
2022 Q4	$657K	Sell	11,233 -1,195	-10%	-$71.8K	0.28%	60
2022 Q3	$718K	Hold	12,428	–	–	0.34%	54
2022 Q2	$750K	Buy	+12,428	New	+$822K	0.36%	51
2022 Q1	–	Sell	-12,741	Closed	-$1.07M	–	60
2021 Q4	$1.07M	Sell	12,741 -635	-5%	-$51.2K	0.4%	46
2021 Q3	$988K	Hold	13,376	–	–	0.43%	42
2021 Q2	$972K	Hold	13,376	–	–	0.45%	41
2021 Q1	$870K	Buy	+13,376	New	+$865K	0.45%	41
2018 Q4	–	Sell	-1,544	Closed	-$68K	–	340
2018 Q3	$68K	Hold	1,544	–	–	0.05%	198
2018 Q2	$62K	Buy	+1,544	New	+$62K	0.06%	180
2018 Q1	–	Sell	-1,544	Closed	-$58K	–	339
2017 Q4	$58K	Buy	+1,544	New	+$57.7K	0.05%	185

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

Kiley Juergens Wealth Management's IVW Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q2 2026, selling an estimated $45.3K and leaving 7,851 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #91.

Kiley Juergens Wealth Management first reported a position in IVW in Q4 2017 and has held it in 13 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kiley Juergens Wealth Management held 7,851 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q2 2026.
Kiley Juergens Wealth Management sold 343 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $45.3K.
iShares S&P 500 Growth ETF made up 0.17% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #91 holding.
Kiley Juergens Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 13 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.