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

LifePlan Investment 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 		$4.63M Sell
33,691
-1,141
-3% -$151K 1.59% 17
2026
Q1 		$3.94M Buy
34,832
+3,125
+10% +$376K 1.55% 22
2025
Q4 		$3.91M Buy
31,707
+1,148
+4% +$141K 1.59% 24
2025
Q3 		$3.69M Buy
30,559
+1,282
+4% +$147K 1.55% 24
2025
Q2 		$3.22M Sell
29,277
-813
-3% -$80.5K 1.6% 25
2025
Q1 		$2.79M Buy
30,090
+5,147
+21% +$519K 1.61% 27
2024
Q4 		$2.53M Buy
24,943
+3,579
+17% +$357K 1.57% 25
2024
Q3 		$2.05M Buy
21,364
+764
+4% +$70.5K 1.31% 27
2024
Q2 		$1.91M Buy
20,600
+6,254
+44% +$539K 1.37% 25
2024
Q1 		$1.21M Buy
14,346
+9,334
+186% +$750K 0.97% 30
2023
Q4 		$376K Buy
5,012
+1,090
+28% +$77.6K 0.34% 48
2023
Q3 		$268K Buy
+3,922
New +$278K 0.29% 54

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

LifePlan Investment Advisors's IVW Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $151K and leaving 33,691 shares worth $4.63M. The position accounts for 1.59% of the portfolio, ranked #17.

LifePlan Investment Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LifePlan Investment Advisors held 33,691 shares of iShares S&P 500 Growth ETF worth $4.63M as of Q2 2026.
  • LifePlan Investment Advisors sold 1,141 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $151K.
  • iShares S&P 500 Growth ETF made up 1.59% of LifePlan Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • LifePlan Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.