Lake Street Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lake Street Private Wealth’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	$566K	Sell	4,116 -13	-0.3%	-$1.72K	0.06%	166
2026 Q1	$467K	Sell	4,129 -43	-1%	-$5.17K	0.06%	173
2025 Q4	$514K	Hold	4,172	–	–	0.06%	173
2025 Q3	$504K	Sell	4,172 -5	-0.1%	-$575	0.06%	168
2025 Q2	$460K	Sell	4,177 -26	-0.6%	-$2.57K	0.07%	167
2025 Q1	$390K	Hold	4,203	–	–	0.06%	171
2024 Q4	$427K	Buy	4,203 +51	+1%	+$5.09K	0.07%	163
2024 Q3	$398K	Sell	4,152 -52	-1%	-$4.8K	0.06%	188
2024 Q2	$389K	Buy	4,204 +178	+4%	+$15.3K	0.05%	241
2024 Q1	$340K	Buy	4,026 +355	+10%	+$28.5K	0.05%	248
2023 Q4	$276K	Sell	3,671 -39	-1%	-$2.78K	0.04%	257
2023 Q3	$255K	Buy	3,710 +163	+5%	+$11.5K	0.05%	241
2023 Q2	$250K	Sell	3,547 -400	-10%	-$26.4K	0.04%	247
2023 Q1	$252K	Sell	3,947 -9,638	-71%	-$589K	0.05%	245
2022 Q4	$795K	Sell	13,585 -4,762	-26%	-$286K	0.16%	141
2022 Q3	$1.06M	Buy	18,347 +154	+0.8%	+$10K	0.24%	104
2022 Q2	$1.1M	Sell	18,193 -5,401	-23%	-$357K	0.23%	107
2022 Q1	$1.8M	Buy	23,594 +431	+2%	+$32.4K	0.32%	89
2021 Q4	$1.94M	Buy	23,163 +4,977	+27%	+$401K	0.34%	84
2021 Q3	$1.34M	Buy	18,186 +1,357	+8%	+$103K	0.33%	84
2021 Q2	$1.23M	Sell	16,829 -18	-0.1%	-$1.25K	0.31%	87
2021 Q1	$1.1M	Buy	16,847 +2,115	+14%	+$137K	0.3%	88
2020 Q4	$940K	Buy	14,732 +2,120	+17%	+$129K	0.27%	93
2020 Q3	$729K	Sell	12,612 -676	-5%	-$38.3K	0.24%	95
2020 Q2	$689K	Sell	13,288 -560	-4%	-$26.8K	0.26%	92
2020 Q1	$571K	Sell	13,848 -5,576	-29%	-$264K	0.26%	86
2019 Q4	$940K	Buy	19,424 +368	+2%	+$17.1K	0.36%	83
2019 Q3	$858K	Buy	19,056 +2,036	+12%	+$92.1K	0.39%	78
2019 Q2	$793K	Buy	17,020 +7,376	+76%	+$324K	0.47%	60
2019 Q1	$416K	Buy	+9,644	New	+$395K	0.29%	71

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Lake Street Private Wealth's IVW Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.31% in Q2 2026, selling an estimated $1.72K and leaving 4,116 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #166.

Lake Street Private Wealth first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.94M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lake Street Private Wealth held 4,116 shares of iShares S&P 500 Growth ETF worth $566K as of Q2 2026.
Lake Street Private Wealth sold 13 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
iShares S&P 500 Growth ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #166 holding.
Lake Street Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
Lake Street Private Wealth's iShares S&P 500 Growth ETF position peaked at $1.94M in Q4 2021.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.