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

Latitude 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	$2.05M	Buy	14,917 +2,177	+17%	+$287K	0.82%	27
2026 Q1	$1.44M	Buy	12,740 +1,077	+9%	+$130K	0.66%	35
2025 Q4	$1.44M	Buy	11,663 +737	+7%	+$90.2K	0.63%	33
2025 Q3	$1.32M	Buy	10,926 +405	+4%	+$46.6K	0.6%	34
2025 Q2	$1.16M	Sell	10,521 -1,249	-11%	-$124K	0.58%	37
2025 Q1	$1.09M	Sell	11,770 -524	-4%	-$52.8K	0.64%	38
2024 Q4	$1.25M	Buy	12,294 +4,712	+62%	+$470K	0.7%	33
2024 Q3	$726K	Buy	7,582 +3,247	+75%	+$300K	0.41%	64
2024 Q2	$401K	Buy	4,335 +1,648	+61%	+$142K	0.25%	96
2024 Q1	$227K	Buy	+2,687	New	+$216K	0.14%	154
2022 Q2	–	Sell	-6,666	Closed	-$509K	–	225
2022 Q1	$509K	Buy	+6,666	New	+$501K	0.11%	176

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Latitude Advisors's IVW Position: Q2 2026 in Review

Latitude Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $287K and bringing the position to 14,917 shares worth $2.05M. The position accounts for 0.82% of the portfolio, ranked #27.

Latitude Advisors first reported a position in IVW in Q1 2022 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Latitude Advisors held 14,917 shares of iShares S&P 500 Growth ETF worth $2.05M as of Q2 2026.
Latitude Advisors bought 2,177 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $287K.
iShares S&P 500 Growth ETF made up 0.82% of Latitude Advisors's portfolio in Q2 2026, its #27 holding.
Latitude Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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