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LPWM LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

LPWM LLC’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 		$6.08M Buy
44,192
+18,598
+73% +$2.46M 1.35% 12
2026
Q1 		$2.89M Sell
25,594
-256
-1% -$30.8K 0.73% 25
2025
Q4 		$3.19M Buy
25,850
+5,391
+26% +$660K 0.8% 25
2025
Q3 		$2.47M Buy
20,459
+1,401
+7% +$161K 0.66% 26
2025
Q2 		$2.1M Sell
19,058
-453
-2% -$44.8K 0.61% 26
2025
Q1 		$1.81M Sell
19,511
-206
-1% -$20.8K 0.58% 27
2024
Q4 		$2M Sell
19,717
-198
-1% -$19.8K 0.64% 26
2024
Q3 		$1.88M Sell
19,915
-2,768
-12% -$256K 0.62% 27
2024
Q2 		$2.18M Buy
22,683
+193
+0.9% +$16.6K 0.75% 27
2024
Q1 		$1.88M Buy
22,490
+380
+2% +$30.5K 0.69% 27
2023
Q4 		$1.61M Buy
22,110
+1,018
+5% +$72.5K 0.64% 27
2023
Q3 		$1.45M Buy
21,092
+4,582
+28% +$324K 0.65% 26
2023
Q2 		$1.16M Buy
16,510
+3,254
+25% +$215K 0.51% 29
2023
Q1 		$847K Buy
13,256
+1,594
+14% +$97.4K 0.41% 31
2022
Q4 		$687K Buy
11,662
+904
+8% +$54.3K 0.37% 30
2022
Q3 		$622K Sell
10,758
-3,136
-23% -$204K 0.37% 33
2022
Q2 		$881K Sell
13,894
-331
-2% -$21.9K 0.49% 29
2022
Q1 		$1.07M Buy
14,225
+831
+6% +$62.4K 0.53% 28
2021
Q4 		$1.12M Buy
13,394
+921
+7% +$74.2K 0.59% 23
2021
Q3 		$932K Buy
12,473
+980
+9% +$74.7K 0.55% 22
2021
Q2 		$857K Buy
11,493
+1,165
+11% +$80.6K 0.51% 24
2021
Q1 		$682K Buy
10,328
+511
+5% +$33K 0.46% 28
2020
Q4 		$627K Buy
9,817
+2,257
+30% +$137K 0.47% 28
2020
Q3 		$441K Buy
7,560
+904
+14% +$51.2K 0.36% 31
2020
Q2 		$345K Buy
+6,656
New +$319K 0.31% 35

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

LPWM LLC's IVW Position: Q2 2026 in Review

LPWM LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 73% in Q2 2026, buying an estimated $2.46M and bringing the position to 44,192 shares worth $6.08M. The position accounts for 1.35% of the portfolio, ranked #12.

LPWM LLC first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LPWM LLC held 44,192 shares of iShares S&P 500 Growth ETF worth $6.08M as of Q2 2026.
  • LPWM LLC bought 18,598 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.46M.
  • iShares S&P 500 Growth ETF made up 1.35% of LPWM LLC's portfolio in Q2 2026, its #12 holding.
  • LPWM LLC first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.