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

LMG Wealth Partners’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 		$45.8M Buy
332,814
+988
+0.3% +$130K 7.31% 1
2026
Q1 		$37.5M Sell
331,826
-3,121
-0.9% -$375K 6.84% 1
2025
Q4 		$41.3M Buy
334,947
+783
+0.2% +$95.8K 7.7% 1
2025
Q3 		$40.3M Sell
334,164
-365
-0.1% -$42K 7.5% 1
2025
Q2 		$36.8M Sell
334,529
-3,914
-1% -$387K 7.57% 1
2025
Q1 		$31.4M Sell
338,443
-3,173
-0.9% -$320K 7% 1
2024
Q4 		$34.7M Buy
341,616
+1,112
+0.3% +$111K 7.56% 1
2024
Q3 		$32.6M Sell
340,504
-9,634
-3% -$889K 7.47% 1
2024
Q2 		$32.4M Buy
350,138
+1,744
+0.5% +$150K 8.08% 1
2024
Q1 		$29.4M Sell
348,394
-16,904
-5% -$1.36M 7.41% 1
2023
Q4 		$27.4M Sell
365,298
-1,406
-0.4% -$100K 7.62% 1
2023
Q3 		$25.1M Buy
366,704
+5,773
+2% +$409K 7.64% 1
2023
Q2 		$25.4M Buy
360,931
+2,282
+0.6% +$151K 7.78% 1
2023
Q1 		$22.9M Buy
358,649
+7,518
+2% +$460K 7.4% 1
2022
Q4 		$21.1M Buy
+351,131
New +$21.1M 6.99% 1

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

LMG Wealth Partners's IVW Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.3% in Q2 2026, buying an estimated $130K and bringing the position to 332,814 shares worth $45.8M. The position accounts for 7.31% of the portfolio, ranked #1.

LMG Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LMG Wealth Partners held 332,814 shares of iShares S&P 500 Growth ETF worth $45.8M as of Q2 2026.
  • LMG Wealth Partners bought 988 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $130K.
  • iShares S&P 500 Growth ETF made up 7.31% of LMG Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • LMG Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.