Modera Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Modera Wealth Management’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	$86.1M	Sell	625,957 -10,427	-2%	-$1.38M	0.92%	29
2026 Q1	$72M	Sell	636,384 -20,540	-3%	-$2.47M	0.86%	30
2025 Q4	$81M	Sell	656,924 -57,906	-8%	-$7.09M	0.94%	27
2025 Q3	$86.3M	Sell	714,830 -6,120	-0.8%	-$704K	1%	26
2025 Q2	$79.4M	Sell	720,950 -12,738	-2%	-$1.26M	0.98%	26
2025 Q1	$68.1M	Sell	733,688 -20,553	-3%	-$2.07M	0.92%	28
2024 Q4	$76.6M	Sell	754,241 -7,814	-1%	-$780K	0.92%	27
2024 Q3	$73M	Sell	762,055 -15,806	-2%	-$1.46M	0.93%	28
2024 Q2	$72M	Buy	777,861 +4,862	+0.6%	+$419K	1.06%	23
2024 Q1	$65.3M	Sell	772,999 -16,287	-2%	-$1.31M	0.99%	26
2023 Q4	$59.3M	Sell	789,286 -10,533	-1%	-$750K	0.98%	25
2023 Q3	$54.7M	Sell	799,819 -6,765	-0.8%	-$479K	1.03%	24
2023 Q2	$56.8M	Buy	806,584 +474,089	+143%	+$31.3M	1.03%	24
2023 Q1	$21.2M	Sell	332,495 -150,712	-31%	-$9.21M	0.82%	33
2022 Q4	$28.3M	Sell	483,207 -101,916	-17%	-$6.12M	1.15%	27
2022 Q3	$33.8M	Buy	585,123 +108,808	+23%	+$7.07M	1.71%	19
2022 Q2	$28.7M	Buy	476,315 +30,514	+7%	+$2.02M	1.37%	21
2022 Q1	$34M	Buy	445,801 +165,555	+59%	+$12.4M	1.51%	19
2021 Q4	$23.4M	Sell	280,246 -13,512	-5%	-$1.09M	0.9%	24
2021 Q3	$21.7M	Sell	293,758 -247,975	-46%	-$18.9M	1.11%	21
2021 Q2	$39.4M	Buy	541,733 +5,456	+1%	+$378K	2.13%	16
2021 Q1	$34.9M	Sell	536,277 -16,422	-3%	-$1.06M	2.27%	13
2020 Q4	$35.3M	Buy	552,699 +544,571	+6,700%	+$33M	2.8%	12
2020 Q3	$470K	Hold	8,128	–	–	0.07%	95
2020 Q2	$422K	Hold	8,128	–	–	0.07%	95
2020 Q1	$335K	Hold	8,128	–	–	0.07%	106
2019 Q4	$393K	Hold	8,128	–	–	0.06%	91
2019 Q3	$366K	Sell	8,128 -1,040	-11%	-$47K	0.06%	91
2019 Q2	$411K	Hold	9,168	–	–	0.08%	87
2019 Q1	$395K	Hold	9,168	–	–	0.07%	87
2018 Q4	$345K	Sell	9,168 -1,972	-18%	-$79.8K	0.07%	86
2018 Q3	$493K	Buy	+11,140	New	+$479K	0.1%	75

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

Modera Wealth Management's IVW Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, selling an estimated $1.38M and leaving 625,957 shares worth $86.1M. The position accounts for 0.92% of the portfolio, ranked #29.

Modera Wealth Management first reported a position in IVW in Q3 2018 and has held it in 32 quarters since. The position peaked at $86.3M in Q3 2025. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Modera Wealth Management held 625,957 shares of iShares S&P 500 Growth ETF worth $86.1M as of Q2 2026.
Modera Wealth Management sold 10,427 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.38M.
iShares S&P 500 Growth ETF made up 0.92% of Modera Wealth Management's portfolio in Q2 2026, its #29 holding.
Modera Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 32 quarters since.
Modera Wealth Management's iShares S&P 500 Growth ETF position peaked at $86.3M in Q3 2025.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.