Lee-Kelleher Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lee-Kelleher 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	$12.7M	Buy	92,597 +1,796	+2%	+$237K	6.66%	5
2026 Q1	$10.3M	Buy	90,801 +3,965	+5%	+$477K	6.11%	6
2025 Q4	$10.7M	Sell	86,836 -7,209	-8%	-$882K	6.39%	5
2025 Q3	$11.4M	Sell	94,045 -12,943	-12%	-$1.49M	6.99%	4
2025 Q2	$11.8M	Sell	106,988 -853	-0.8%	-$84.4K	7.83%	3
2025 Q1	$10M	Sell	107,841 -339	-0.3%	-$34.2K	7.37%	4
2024 Q4	$11M	Buy	+108,180	New	+$10.8M	7.82%	4

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

Lee-Kelleher Wealth Management's IVW Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, buying an estimated $237K and bringing the position to 92,597 shares worth $12.7M. The position accounts for 6.66% of the portfolio, ranked #5.

Lee-Kelleher Wealth Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lee-Kelleher Wealth Management held 92,597 shares of iShares S&P 500 Growth ETF worth $12.7M as of Q2 2026.
Lee-Kelleher Wealth Management bought 1,796 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $237K.
iShares S&P 500 Growth ETF made up 6.66% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #5 holding.
Lee-Kelleher Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.