Morling Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Morling Financial 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	$143K	Buy	1,039 +805	+344%	+$106K	0.04%	92
2026 Q1	$26.5K	Hold	234	–	–	0.01%	96
2025 Q4	$28.8K	Hold	234	–	–	0.01%	89
2025 Q3	$28.2K	Hold	234	–	–	0.01%	90
2025 Q2	$25.8K	Hold	234	–	–	0.01%	87
2025 Q1	$21.7K	Hold	234	–	–	0.01%	108
2024 Q4	$23.8K	Hold	234	–	–	0.01%	104
2024 Q3	$22.4K	Hold	234	–	–	0.01%	88
2024 Q2	$21.7K	Hold	234	–	–	0.01%	78
2024 Q1	$19.8K	Hold	234	–	–	0.01%	92
2023 Q4	$17.6K	Hold	234	–	–	0.01%	75
2023 Q3	$16K	Hold	234	–	–	0.02%	69
2023 Q2	$16.5K	Hold	234	–	–	0.02%	71
2023 Q1	$14.9K	Buy	+234	New	+$14.3K	0.02%	78

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

Morling Financial Advisors's IVW Position: Q2 2026 in Review

Morling Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 344% in Q2 2026, buying an estimated $106K and bringing the position to 1,039 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #92.

Morling Financial Advisors first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Morling Financial Advisors held 1,039 shares of iShares S&P 500 Growth ETF worth $143K as of Q2 2026.
Morling Financial Advisors bought 805 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $106K.
iShares S&P 500 Growth ETF made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #92 holding.
Morling Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.