Kingswood Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kingswood Wealth Advisors’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	$2.85M	Sell	20,728 -10,672	-34%	-$1.41M	0.11%	194
2026 Q1	$3.55M	Sell	31,400 -10,524	-25%	-$1.27M	0.17%	143
2025 Q4	$5.17M	Buy	41,924 +17,546	+72%	+$2.15M	0.25%	94
2025 Q3	$2.94M	Buy	24,378 +3,120	+15%	+$359K	0.18%	134
2025 Q2	$2.34M	Buy	21,258 +174	+0.8%	+$17.2K	0.18%	120
2025 Q1	$1.96M	Buy	21,084 +3,472	+20%	+$350K	0.18%	141
2024 Q4	$1.79M	Buy	17,612 +2,301	+15%	+$230K	0.13%	166
2024 Q3	$1.47M	Buy	15,311 +4,836	+46%	+$446K	0.1%	224
2024 Q2	$969K	Buy	10,475 +6,784	+184%	+$585K	0.09%	240
2024 Q1	$312K	Sell	3,691 -1,538	-29%	-$124K	0.04%	464
2023 Q4	$393K	Buy	+5,229	New	+$372K	0.04%	402

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

Kingswood Wealth Advisors's IVW Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 34% in Q2 2026, selling an estimated $1.41M and leaving 20,728 shares worth $2.85M. The position accounts for 0.11% of the portfolio, ranked #194.

Kingswood Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.17M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kingswood Wealth Advisors held 20,728 shares of iShares S&P 500 Growth ETF worth $2.85M as of Q2 2026.
Kingswood Wealth Advisors sold 10,672 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.41M.
iShares S&P 500 Growth ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $5.17M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.