LWM
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Liberty Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Liberty 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 		$30.1M Hold
266,207
– – 3.76% 3
2026
Q1 		$30.1M Buy
266,207
+6,427
+2% +$773K 3.76% 3
2025
Q4 		$32M Buy
259,780
+2,143
+0.8% +$262K 4.13% 2
2025
Q3 		$31.1M Buy
257,637
+6,867
+3% +$790K 4.38% 3
2025
Q2 		$27.6M Buy
250,770
+6,936
+3% +$687K 4.33% 3
2025
Q1 		$22.6M Buy
243,834
+12,499
+5% +$1.26M 4.33% 7
2024
Q4 		$23.5M Sell
231,335
-6,443
-3% -$643K 3.91% 6
2024
Q3 		$22.8M Sell
237,778
-684,897
-74% -$63.2M 3.87% 6
2024
Q2 		$20.4M Buy
922,675
+856,859
+1,302% +$73.9M 3.74% 6
2024
Q1 		$5.54M Sell
65,816
-9,836
-13% -$790K 1.08% 25
2023
Q4 		$5.71M Buy
75,652
+15,513
+26% +$1.1M 1.22% 24
2023
Q3 		$4.11M Buy
60,139
+53,219
+769% +$3.77M 1.02% 27
2023
Q2 		$488K Buy
+6,920
New +$457K 0.12% 94
2022
Q3 		$249K Sell
4,308
-15
-0.3% -$975 0.07% 128
2022
Q2 		$260K Buy
4,323
+34
+0.8% +$2.25K 0.11% 116
2022
Q1 		$327K Buy
+4,289
New +$322K 0.12% 102
2021
Q4 		– Sell
-5,922
Closed -$477K – 109
2021
Q3 		$438K Buy
5,922
+3,180
+116% +$242K 0.16% 85
2021
Q2 		$199K Buy
2,742
+6
+0.2% +$415 0.08% 135
2021
Q1 		$177K Hold
2,736
– – 0.09% 118
2020
Q4 		$177K Sell
2,736
-796
-23% -$48.3K 0.09% 117
2020
Q3 		$204K Buy
3,532
+2,652
+301% +$150K 0.12% 93
2020
Q2 		$46K Sell
880
-120
-12% -$5.75K 0.03% 231
2020
Q1 		$21K Sell
1,000
-436
-30% -$20.6K 0.02% 351
2019
Q4 		$70K Sell
1,436
-28
-2% -$1.3K 0.06% 204
2019
Q3 		$66K Sell
1,464
-536
-27% -$24.2K 0.06% 188
2019
Q2 		$90K Sell
2,000
-160
-7% -$7.04K 0.08% 180
2019
Q1 		$93K Sell
2,160
-3,180
-60% -$130K 0.07% 147
2018
Q4 		$201K Buy
+5,340
New +$216K 0.15% 86

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

Liberty Wealth Management's IVW Position: Q2 2026 in Review

Liberty Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 266,207 shares worth $30.1M. The position accounts for 3.76% of the portfolio, ranked #3.

Liberty Wealth Management first reported a position in IVW in Q4 2018 and has held it in 28 quarters since. The position peaked at $32M in Q4 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Liberty Wealth Management held 266,207 shares of iShares S&P 500 Growth ETF worth $30.1M as of Q2 2026.
  • Liberty Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 3.76% of Liberty Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Liberty Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares S&P 500 Growth ETF position peaked at $32M in Q4 2025.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.