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

Lifeworks 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	$1.8M	Buy	13,057 +1,021	+8%	+$135K	0.19%	104
2026 Q1	$1.36M	Buy	12,036 +322	+3%	+$38.7K	0.17%	110
2025 Q4	$1.44M	Buy	11,714 +1,247	+12%	+$153K	0.19%	112
2025 Q3	$1.26M	Buy	10,467 +6	+0.1%	+$690	0.17%	120
2025 Q2	$1.15M	Sell	10,461 -890	-8%	-$88.1K	0.17%	115
2025 Q1	$1.05M	Buy	11,351 +415	+4%	+$41.8K	0.18%	118
2024 Q4	$1.11M	Sell	10,936 -672	-6%	-$67K	0.2%	111
2024 Q3	$1.11M	Buy	11,608 +79	+0.7%	+$7.29K	0.22%	108
2024 Q2	$1.07M	Buy	11,529 +5,039	+78%	+$434K	0.3%	84
2024 Q1	$548K	Buy	+6,490	New	+$521K	0.15%	123

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

Lifeworks Advisors's IVW Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8.5% in Q2 2026, buying an estimated $135K and bringing the position to 13,057 shares worth $1.8M. The position accounts for 0.19% of the portfolio, ranked #104.

Lifeworks Advisors first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lifeworks Advisors held 13,057 shares of iShares S&P 500 Growth ETF worth $1.8M as of Q2 2026.
Lifeworks Advisors bought 1,021 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $135K.
iShares S&P 500 Growth ETF made up 0.19% of Lifeworks Advisors's portfolio in Q2 2026, its #104 holding.
Lifeworks Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.