Linscomb Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Linscomb Wealth’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	$236K	Buy	+1,715	New	+$226K	0.01%	294
2026 Q1	–	Sell	-1,715	Closed	-$211K	–	346
2025 Q4	$211K	Hold	1,715	–	–	0.01%	297
2025 Q3	$207K	Buy	+1,715	New	+$197K	0.01%	302

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

Linscomb Wealth's IVW Position: Q2 2026 in Review

Linscomb Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,715 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Linscomb Wealth previously reported a position in IVW as recently as Q4 2025.

Linscomb Wealth first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Linscomb Wealth held 1,715 shares of iShares S&P 500 Growth ETF worth $236K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Linscomb Wealth position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #294 holding.
Linscomb Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.