Lockerman Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lockerman Financial Group’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	$984K	Buy	7,152 +1,349	+23%	+$178K	1.5%	15
2026 Q1	$656K	Buy	5,803 +1,766	+44%	+$212K	1.18%	21
2025 Q4	$498K	Buy	4,037 +664	+20%	+$81.3K	0.95%	33
2025 Q3	$407K	Buy	3,373 +143	+4%	+$16.4K	0.51%	52
2025 Q2	$356K	Buy	3,230 +206	+7%	+$20.4K	0.48%	68
2025 Q1	$281K	Buy	+3,024	New	+$305K	0.42%	81
2022 Q2	–	Sell	-2,998	Closed	-$229K	–	72
2022 Q1	$229K	Buy	+2,998	New	+$225K	0.62%	61

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

Lockerman Financial Group's IVW Position: Q2 2026 in Review

Lockerman Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q2 2026, buying an estimated $178K and bringing the position to 7,152 shares worth $984K. The position accounts for 1.5% of the portfolio, ranked #15.

Lockerman Financial Group first reported a position in IVW in Q1 2022 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lockerman Financial Group held 7,152 shares of iShares S&P 500 Growth ETF worth $984K as of Q2 2026.
Lockerman Financial Group bought 1,349 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $178K.
iShares S&P 500 Growth ETF made up 1.5% of Lockerman Financial Group's portfolio in Q2 2026, its #15 holding.
Lockerman Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 7 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.