KPP Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

KPP Advisory 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	$2.47M	Buy	17,954 +131	+0.7%	+$17.3K	0.31%	76
2026 Q1	$2.02M	Sell	17,823 -752	-4%	-$90.4K	0.29%	82
2025 Q4	$2.29M	Sell	18,575 -10,175	-35%	-$1.25M	0.33%	72
2025 Q3	$3.47M	Sell	28,750 -6,784	-19%	-$780K	0.51%	49
2025 Q2	$3.91M	Buy	35,534 +2,307	+7%	+$228K	0.65%	37
2025 Q1	$3.08M	Sell	33,227 -629	-2%	-$63.4K	0.58%	45
2024 Q4	$3.44M	Sell	33,856 -8,429	-20%	-$841K	0.81%	28
2024 Q3	$4.05M	Sell	42,285 -5,900	-12%	-$545K	0.97%	27
2024 Q2	$4.46M	Sell	48,185 -5,054	-9%	-$436K	1.19%	22
2024 Q1	$4.5M	Buy	+53,239	New	+$4.28M	1.23%	20
2023 Q4	–	Sell	-53,704	Closed	-$3.67M	–	174
2023 Q3	$3.67M	Buy	+53,704	New	+$3.8M	1.21%	16

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

KPP Advisory Services's IVW Position: Q2 2026 in Review

KPP Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q2 2026, buying an estimated $17.3K and bringing the position to 17,954 shares worth $2.47M. The position accounts for 0.31% of the portfolio, ranked #76.

KPP Advisory Services first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.5M in Q1 2024. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

KPP Advisory Services held 17,954 shares of iShares S&P 500 Growth ETF worth $2.47M as of Q2 2026.
KPP Advisory Services bought 131 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.3K.
iShares S&P 500 Growth ETF made up 0.31% of KPP Advisory Services's portfolio in Q2 2026, its #76 holding.
KPP Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's iShares S&P 500 Growth ETF position peaked at $4.5M in Q1 2024.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.