Lakeridge Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lakeridge Wealth Management’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	$1.31M	Sell	9,550 -26	-0.3%	-$3.43K	0.48%	45
2026 Q1	$1.08M	Sell	9,576 -322	-3%	-$38.7K	0.47%	49
2025 Q4	$1.22M	Sell	9,898 -313	-3%	-$38.3K	0.55%	40
2025 Q3	$1.23M	Sell	10,211 -2	-0%	-$230	0.55%	34
2025 Q2	$1.12M	Sell	10,213 -178	-2%	-$17.6K	0.52%	36
2025 Q1	$965K	Buy	10,391 +211	+2%	+$21.3K	0.48%	40
2024 Q4	$1.03M	Buy	10,180 +250	+3%	+$24.9K	0.53%	35
2024 Q3	$951K	Buy	9,930 +47	+0.5%	+$4.34K	0.52%	36
2024 Q2	$915K	Buy	9,883 +395	+4%	+$34.1K	0.55%	35
2024 Q1	$801K	Buy	9,488 +495	+6%	+$39.8K	0.52%	38
2023 Q4	$675K	Buy	+8,993	New	+$640K	0.49%	38

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

Lakeridge Wealth Management's IVW Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.27% in Q2 2026, selling an estimated $3.43K and leaving 9,550 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #45.

Lakeridge Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lakeridge Wealth Management held 9,550 shares of iShares S&P 500 Growth ETF worth $1.31M as of Q2 2026.
Lakeridge Wealth Management sold 26 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.43K.
iShares S&P 500 Growth ETF made up 0.48% of Lakeridge Wealth Management's portfolio in Q2 2026, its #45 holding.
Lakeridge Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.