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

LJI 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	$370K	Sell	2,691 -25	-0.9%	-$3.3K	0.05%	132
2026 Q1	$307K	Buy	2,716 +25	+0.9%	+$3.01K	0.05%	152
2025 Q4	$332K	Hold	2,691	–	–	0.05%	147
2025 Q3	$325K	Buy	2,691 +102	+4%	+$11.7K	0.06%	126
2025 Q2	$285K	Hold	2,589	–	–	0.05%	148
2025 Q1	$240K	Hold	2,589	–	–	0.05%	156
2024 Q4	$263K	Sell	2,589 -2,005	-44%	-$200K	0.05%	144
2024 Q3	$440K	Buy	4,594 +3	+0.1%	+$277	0.09%	117
2024 Q2	$425K	Buy	4,591 +2	+0%	+$172	0.09%	109
2024 Q1	$388K	Buy	4,589 +2	+0%	+$161	0.1%	98
2023 Q4	$345K	Buy	4,587 +12	+0.3%	+$854	0.09%	122
2023 Q3	$313K	Hold	4,575	–	–	0.09%	121
2023 Q2	$322K	Buy	4,575 +4	+0.1%	+$264	0.09%	110
2023 Q1	$292K	Buy	4,571 +6	+0.1%	+$367	0.09%	115
2022 Q4	$267K	Buy	+4,565	New	+$274K	0.09%	110

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

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

LJI Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.92% in Q2 2026, selling an estimated $3.3K and leaving 2,691 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #132.

LJI Wealth Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $440K in Q3 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

LJI Wealth Management held 2,691 shares of iShares S&P 500 Growth ETF worth $370K as of Q2 2026.
LJI Wealth Management sold 25 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.3K.
iShares S&P 500 Growth ETF made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #132 holding.
LJI Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's iShares S&P 500 Growth ETF position peaked at $440K in Q3 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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