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

Modern 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	$101M	Buy	735,644 +142,788	+24%	+$18.9M	1.21%	16
2026 Q1	$67.9M	Sell	592,856 -223,338	-27%	-$26.9M	1.16%	18
2025 Q4	$101M	Sell	816,194 -42,366	-5%	-$5.19M	1.83%	10
2025 Q3	$104M	Sell	858,560 -225,006	-21%	-$25.9M	2.05%	5
2025 Q2	$119M	Sell	1,083,566 -21,821	-2%	-$2.16M	2.94%	3
2025 Q1	$103M	Buy	1,105,387 +229,167	+26%	+$23.1M	3.28%	3
2024 Q4	$89M	Buy	876,220 +67,728	+8%	+$6.76M	3.32%	2
2024 Q3	$77.4M	Sell	808,492 -94,571	-10%	-$8.73M	4.74%	4
2024 Q2	$83.6M	Buy	903,063 +61,738	+7%	+$5.32M	6.16%	3
2024 Q1	$71M	Sell	841,325 -56,877	-6%	-$4.57M	6.6%	4
2023 Q4	$67.5M	Buy	+898,202	New	+$63.9M	8.51%	3

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

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

Modern Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q2 2026, buying an estimated $18.9M and bringing the position to 735,644 shares worth $101M. The position accounts for 1.21% of the portfolio, ranked #16.

Modern Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $119M in Q2 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Modern Wealth Management held 735,644 shares of iShares S&P 500 Growth ETF worth $101M as of Q2 2026.
Modern Wealth Management bought 142,788 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.9M.
iShares S&P 500 Growth ETF made up 1.21% of Modern Wealth Management's portfolio in Q2 2026, its #16 holding.
Modern Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's iShares S&P 500 Growth ETF position peaked at $119M in Q2 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.