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

Lantern 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	$1.84M	Buy	13,344 +1,390	+12%	+$184K	0.84%	31
2026 Q1	$1.35M	Buy	11,954 +2,235	+23%	+$269K	0.69%	41
2025 Q4	$1.2M	Buy	9,719 +203	+2%	+$24.8K	0.64%	39
2025 Q3	$1.15M	Sell	9,516 -85	-0.9%	-$9.78K	0.61%	44
2025 Q2	$1.06M	Buy	+9,601	New	+$950K	0.63%	46
2024 Q4	$1.03M	Sell	10,126 -174	-2%	-$17.4K	0.67%	42
2024 Q3	$986K	Buy	10,300 +3,564	+53%	+$329K	0.68%	40
2024 Q2	$623K	Buy	6,736 +1,452	+27%	+$125K	0.45%	52
2024 Q1	$446K	Buy	+5,284	New	+$425K	0.31%	80

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

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

Lantern Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 13,344 shares worth $1.84M. The position accounts for 0.84% of the portfolio, ranked #31.

Lantern Wealth Advisors first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lantern Wealth Advisors held 13,344 shares of iShares S&P 500 Growth ETF worth $1.84M as of Q2 2026.
Lantern Wealth Advisors bought 1,390 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $184K.
iShares S&P 500 Growth ETF made up 0.84% of Lantern Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Lantern Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.