LaSalle St. Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

LaSalle St. Investment 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	$1.45M	Sell	10,535 -85	-0.8%	-$11.2K	0.18%	102
2026 Q1	$1.2M	Sell	10,620 -95	-0.9%	-$11.4K	0.17%	102
2025 Q4	$1.32M	Sell	10,715 -293	-3%	-$35.9K	0.21%	79
2025 Q3	$1.33M	Buy	11,008 +1,376	+14%	+$158K	0.24%	69
2025 Q2	$1.06M	Sell	9,632 -1,204	-11%	-$119K	0.29%	66
2025 Q1	$1M	Buy	10,836 +384	+4%	+$38.7K	0.24%	76
2024 Q4	$1.06M	Buy	10,452 +2,136	+26%	+$213K	0.33%	57
2024 Q3	$796K	Buy	+8,316	New	+$768K	0.31%	58
2023 Q3	–	Sell	-2,859	Closed	-$201K	–	132
2023 Q2	$201K	Buy	+2,859	New	+$189K	0.09%	116

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

LaSalle St. Investment Advisors's IVW Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.8% in Q2 2026, selling an estimated $11.2K and leaving 10,535 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #102.

LaSalle St. Investment Advisors first reported a position in IVW in Q2 2023 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

LaSalle St. Investment Advisors held 10,535 shares of iShares S&P 500 Growth ETF worth $1.45M as of Q2 2026.
LaSalle St. Investment Advisors sold 85 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares S&P 500 Growth ETF made up 0.18% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #102 holding.
LaSalle St. Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 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 LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.