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Koss-Olinger Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

Koss-Olinger Consulting’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 		$1.41M Sell
10,274
-66,804
-87% -$8.82M 0.11% 42
2026
Q1 		$8.72M Sell
77,078
-482
-0.6% -$58K 0.73% 18
2025
Q4 		$9.56M Sell
77,560
-40,645
-34% -$4.97M 0.74% 21
2025
Q3 		$13M Buy
118,205
+448
+0.4% +$51.5K 1.07% 20
2025
Q2 		$13M Sell
117,757
-4,460
-4% -$441K 1.06% 20
2025
Q1 		$11.3M Buy
122,217
+1,083
+0.9% +$109K 0.96% 22
2024
Q4 		$12.3M Buy
121,134
+650
+0.5% +$64.8K 1.08% 21
2024
Q3 		$11.5M Sell
120,484
-598
-0.5% -$55.2K 1% 22
2024
Q2 		$11.2M Buy
+121,082
New +$10.4M 1.04% 20
2024
Q1 		– Sell
-122,531
Closed -$9.2M – 175
2023
Q4 		$9.2M Sell
122,531
-1,299
-1% -$92.5K 0.9% 21
2023
Q3 		$8.47M Sell
123,830
-106
-0.1% -$7.5K 1.25% 16
2023
Q2 		$8.73M Buy
123,936
+1,085
+0.9% +$71.7K 1.01% 16
2023
Q1 		$7.85M Buy
122,851
+10,261
+9% +$627K 0.98% 16
2022
Q4 		$6.59M Buy
112,590
+16,789
+18% +$1.01M 0.95% 18
2022
Q3 		$5.54M Buy
95,801
+61,044
+176% +$3.97M 0.94% 14
2022
Q2 		$2.1M Sell
34,757
-63,807
-65% -$4.22M 0.38% 21
2022
Q1 		$7.53M Buy
98,564
+37,090
+60% +$2.79M 1.21% 13
2021
Q4 		$5.14M Sell
61,474
-1,233
-2% -$99.3K 0.79% 18
2021
Q3 		$4.63M Sell
62,707
-13
-0% -$991 0.76% 17
2021
Q2 		$4.56M Sell
62,720
-803
-1% -$55.6K 0.68% 19
2021
Q1 		$4.14M Buy
+63,523
New +$4.11M 0.7% 19

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Koss-Olinger Consulting's IVW Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares S&P 500 Growth ETF (IVW) stake by 87% in Q2 2026, selling an estimated $8.82M and leaving 10,274 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #42.

Koss-Olinger Consulting first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. The position peaked at $13M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Koss-Olinger Consulting held 10,274 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
  • Koss-Olinger Consulting sold 66,804 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.82M.
  • iShares S&P 500 Growth ETF made up 0.11% of Koss-Olinger Consulting's portfolio in Q2 2026, its #42 holding.
  • Koss-Olinger Consulting first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's iShares S&P 500 Growth ETF position peaked at $13M in Q3 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.