Measured Wealth Private Client Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Measured Wealth Private Client 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	$41.5K	Hold	302	–	–	0.01%	354
2026 Q1	$34.2K	Buy	+302	New	+$36.3K	0.01%	353
2018 Q4	–	Sell	-1,424	Closed	-$63K	–	398
2018 Q3	$63K	Buy	+1,424	New	+$61.2K	0.04%	300

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

Measured Wealth Private Client Group's IVW Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 302 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #354.

Measured Wealth Private Client Group first reported a position in IVW in Q3 2018 and has held it in 3 quarters since. The position peaked at $63K in Q3 2018. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Measured Wealth Private Client Group held 302 shares of iShares S&P 500 Growth ETF worth $41.5K as of Q2 2026.
Measured Wealth Private Client Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #354 holding.
Measured Wealth Private Client Group first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 3 quarters since.
Measured Wealth Private Client Group's iShares S&P 500 Growth ETF position peaked at $63K in Q3 2018.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.