Laurel Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laurel Wealth Planning’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	$6.8M	Sell	49,416 -1,170	-2%	-$154K	3.01%	11
2026 Q1	$5.72M	Sell	50,586 -1,972	-4%	-$237K	3.02%	14
2025 Q4	$6.48M	Sell	52,558 -4,917	-9%	-$602K	3.59%	9
2025 Q3	$6.94M	Sell	57,475 -449	-0.8%	-$51.6K	3.67%	8
2025 Q2	$6.38M	Buy	57,924 +380	+0.7%	+$37.6K	3.63%	9
2025 Q1	$5.34M	Buy	57,544 +11	+0%	+$1.11K	3.55%	9
2024 Q4	$5.84M	Sell	57,533 -750	-1%	-$74.8K	3.77%	8
2024 Q3	$5.58M	Sell	58,283 -710	-1%	-$65.5K	3.65%	10
2024 Q2	$5.46M	Sell	58,993 -411	-0.7%	-$35.4K	3.8%	10
2024 Q1	$5.02M	Sell	59,404 -688	-1%	-$55.3K	3.33%	10
2023 Q4	$4.51M	Buy	60,092 +2,213	+4%	+$158K	3.2%	10
2023 Q3	$3.96M	Sell	57,879 -960	-2%	-$67.9K	3.08%	12
2023 Q2	$4.15M	Buy	58,839 +1,214	+2%	+$80.3K	2.96%	10
2023 Q1	$3.68M	Sell	57,625 -7,852	-12%	-$480K	2.44%	16
2022 Q4	$3.83M	Sell	65,477 -918	-1%	-$55.1K	2.47%	11
2022 Q3	$3.84M	Sell	66,395 -451	-0.7%	-$29.3K	2.83%	9
2022 Q2	$4.03M	Sell	66,846 -5,128	-7%	-$339K	2.84%	10
2022 Q1	$5.5M	Buy	71,974 +1,915	+3%	+$144K	3.71%	7
2021 Q4	$5.86M	Sell	70,059 -11,978	-15%	-$965K	4.44%	4
2021 Q3	$6.06M	Sell	82,037 -1,080	-1%	-$82.3K	4.89%	5
2021 Q2	$6.04M	Sell	83,117 -4,159	-5%	-$288K	5.27%	5
2021 Q1	$5.68M	Buy	87,276 +4,690	+6%	+$303K	5.2%	4
2020 Q4	$5.27M	Buy	+82,586	New	+$5.01M	5.14%	5

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

Laurel Wealth Planning's IVW Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $154K and leaving 49,416 shares worth $6.8M. The position accounts for 3.01% of the portfolio, ranked #11.

Laurel Wealth Planning first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.94M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Laurel Wealth Planning held 49,416 shares of iShares S&P 500 Growth ETF worth $6.8M as of Q2 2026.
Laurel Wealth Planning sold 1,170 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $154K.
iShares S&P 500 Growth ETF made up 3.01% of Laurel Wealth Planning's portfolio in Q2 2026, its #11 holding.
Laurel Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Laurel Wealth Planning's iShares S&P 500 Growth ETF position peaked at $6.94M in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.