Kingdom Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kingdom Financial Group’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	$551K	Buy	4,004 +77	+2%	+$10.2K	0.14%	79
2026 Q1	$444K	Sell	3,927 -131	-3%	-$15.8K	0.13%	84
2025 Q4	$500K	Buy	+4,058	New	+$497K	0.15%	74
2025 Q2	–	Sell	-3,240	Closed	-$301K	–	65
2025 Q1	$301K	Buy	3,240 +53	+2%	+$5.34K	0.22%	36
2024 Q4	$324K	Sell	3,187 -108	-3%	-$10.8K	0.22%	39
2024 Q3	$315K	Sell	3,295 -1,250	-28%	-$115K	0.24%	37
2024 Q2	$421K	Sell	4,545 -358	-7%	-$30.9K	0.28%	33
2024 Q1	$414K	Buy	+4,903	New	+$394K	0.29%	35

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

Kingdom Financial Group's IVW Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,004 shares worth $551K. The position accounts for 0.14% of the portfolio, ranked #79.

Kingdom Financial Group first reported a position in IVW in Q1 2024 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kingdom Financial Group held 4,004 shares of iShares S&P 500 Growth ETF worth $551K as of Q2 2026.
Kingdom Financial Group bought 77 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.2K.
iShares S&P 500 Growth ETF made up 0.14% of Kingdom Financial Group's portfolio in Q2 2026, its #79 holding.
Kingdom Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 8 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.