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Morris Financial Concepts’s iShares S&P 500 Growth ETF IVW Stock Holding History

Morris Financial Concepts’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 		$5.67M Sell
41,195
-6
-0% -$792 1.74% 12
2026
Q1 		$4.66M Hold
41,201
– – 1.58% 13
2025
Q4 		$5.08M Sell
41,201
-1,199
-3% -$147K 1.78% 12
2025
Q3 		$5.12M Sell
42,400
-44
-0.1% -$5.06K 1.85% 12
2025
Q2 		$4.67M Hold
42,444
– – 1.86% 12
2025
Q1 		$3.94M Sell
42,444
-94
-0.2% -$9.48K 1.65% 12
2024
Q4 		$4.32M Sell
42,538
-290
-0.7% -$28.9K 1.85% 12
2024
Q3 		$4.1M Buy
42,828
+2,833
+7% +$262K 1.76% 12
2024
Q2 		$3.7M Buy
39,995
+894
+2% +$77.1K 1.77% 12
2024
Q1 		$3.3M Hold
39,101
– – 1.69% 12
2023
Q4 		$2.94M Sell
39,101
-2,354
-6% -$168K 1.68% 14
2023
Q3 		$2.84M Hold
41,455
– – 1.89% 13
2023
Q2 		$2.92M Sell
41,455
-79
-0.2% -$5.22K 1.89% 13
2023
Q1 		$2.65M Sell
41,534
-330
-0.8% -$20.2K 1.87% 13
2022
Q4 		$2.45M Hold
41,864
– – 1.98% 10
2022
Q3 		$2.42M Hold
41,864
– – 2.51% 10
2022
Q2 		$2.53M Hold
41,864
– – 2.4% 10
2022
Q1 		$3.2M Hold
41,864
– – 2.67% 8
2021
Q4 		$3.5M Buy
+41,864
New +$3.37M 2.92% 8

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morris Financial Concepts's IVW Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, selling an estimated $792 and leaving 41,195 shares worth $5.67M. The position accounts for 1.74% of the portfolio, ranked #12.

Morris Financial Concepts first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Morris Financial Concepts held 41,195 shares of iShares S&P 500 Growth ETF worth $5.67M as of Q2 2026.
  • Morris Financial Concepts sold 6 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $792.
  • iShares S&P 500 Growth ETF made up 1.74% of Morris Financial Concepts's portfolio in Q2 2026, its #12 holding.
  • Morris Financial Concepts first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.