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

LexAurum 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 		$1.52M Buy
11,055
+700
+7% +$92.4K 0.18% 105
2026
Q1 		$1.17M Buy
+10,355
New +$1.25M 0.15% 124
2025
Q3 		$1.38M Buy
11,437
+589
+5% +$67.7K 0.2% 96
2025
Q2 		$1.19M Sell
10,848
-3
-0% -$297 0.19% 104
2025
Q1 		$1.01M Buy
10,851
+442
+4% +$44.6K 0.19% 111
2024
Q4 		$1.06M Buy
10,409
+505
+5% +$50.4K 0.21% 99
2024
Q3 		$948K Buy
9,904
+893
+10% +$82.4K 0.21% 103
2024
Q2 		$834K Buy
+9,011
New +$777K 0.2% 107
2024
Q1 		– Sell
-2,683
Closed -$201K – 309
2023
Q4 		$201K Buy
+2,683
New +$191K 0.05% 284

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LexAurum Advisors's IVW Position: Q2 2026 in Review

LexAurum Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.8% in Q2 2026, buying an estimated $92.4K and bringing the position to 11,055 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #105.

LexAurum Advisors first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LexAurum Advisors held 11,055 shares of iShares S&P 500 Growth ETF worth $1.52M as of Q2 2026.
  • LexAurum Advisors bought 700 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $92.4K.
  • iShares S&P 500 Growth ETF made up 0.18% of LexAurum Advisors's portfolio in Q2 2026, its #105 holding.
  • LexAurum Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.