Merkkuri Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Merkkuri Wealth Advisors’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	$3.24M	Buy	23,555 +1,760	+8%	+$232K	2.01%	12
2026 Q1	$2.47M	Buy	21,795 +1,439	+7%	+$173K	1.63%	17
2025 Q4	$2.51M	Sell	20,356 -557	-3%	-$68.2K	1.71%	17
2025 Q3	$2.52M	Buy	20,913 +575	+3%	+$66.1K	1.83%	15
2025 Q2	$2.24M	Sell	20,338 -562	-3%	-$55.6K	1.7%	17
2025 Q1	$1.94M	Buy	20,900 +1,394	+7%	+$141K	1.66%	17
2024 Q4	$1.98M	Buy	19,506 +2,050	+12%	+$205K	1.57%	15
2024 Q3	$1.67M	Buy	17,456 +3,321	+23%	+$307K	1.32%	26
2024 Q2	$1.31M	Buy	+14,135	New	+$1.22M	1.2%	30

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

Merkkuri Wealth Advisors's IVW Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8.1% in Q2 2026, buying an estimated $232K and bringing the position to 23,555 shares worth $3.24M. The position accounts for 2.01% of the portfolio, ranked #12.

Merkkuri Wealth Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Merkkuri Wealth Advisors held 23,555 shares of iShares S&P 500 Growth ETF worth $3.24M as of Q2 2026.
Merkkuri Wealth Advisors bought 1,760 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $232K.
iShares S&P 500 Growth ETF made up 2.01% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Merkkuri Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.