N.E.W. Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

N.E.W. Advisory Services’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	$453K	Sell	3,297 -1,059	-24%	-$140K	0.03%	150
2026 Q1	$493K	Buy	4,356 +139	+3%	+$16.7K	0.04%	137
2025 Q4	$520K	Hold	4,217	–	–	0.04%	131
2025 Q3	$509K	Sell	4,217 -90	-2%	-$10.4K	0.05%	115
2025 Q2	$474K	Hold	4,307	–	–	0.05%	119
2025 Q1	$400K	Hold	4,307	–	–	0.03%	147
2024 Q4	$437K	Hold	4,307	–	–	0.04%	123
2024 Q3	$412K	Sell	4,307 -637	-13%	-$58.8K	0.04%	127
2024 Q2	$458K	Hold	4,944	–	–	0.05%	107
2024 Q1	$417K	Sell	4,944 -45	-0.9%	-$3.62K	0.05%	115
2023 Q4	$375K	Sell	4,989 -457	-8%	-$32.5K	0.05%	118
2023 Q3	$373K	Hold	5,446	–	–	0.05%	109
2023 Q2	$384K	Sell	5,446 -2,235	-29%	-$148K	0.05%	96
2023 Q1	$491K	Hold	7,681	–	–	0.07%	85
2022 Q4	$449K	Sell	7,681 -76	-1%	-$4.56K	0.07%	85
2022 Q3	$449K	Sell	7,757 -200	-3%	-$13K	0.08%	77
2022 Q2	$480K	Sell	7,957 -8,725	-52%	-$577K	0.08%	73
2022 Q1	$1.09M	Buy	16,682 +6,740	+68%	+$506K	0.21%	51
2021 Q4	$832K	Sell	9,942 -1,824	-16%	-$147K	0.13%	63
2021 Q3	$870K	Sell	11,766 -1,724	-13%	-$131K	0.14%	61
2021 Q2	$981K	Sell	13,490 -3,192	-19%	-$221K	0.16%	57
2021 Q1	$1.1M	Sell	16,682 -11,846	-42%	-$766K	0.21%	52
2020 Q4	$1.83M	Buy	+28,528	New	+$1.73M	0.38%	37

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

N.E.W. Advisory Services's IVW Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q2 2026, selling an estimated $140K and leaving 3,297 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #150.

N.E.W. Advisory Services first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q4 2020. 1,648 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

N.E.W. Advisory Services held 3,297 shares of iShares S&P 500 Growth ETF worth $453K as of Q2 2026.
N.E.W. Advisory Services sold 1,059 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $140K.
iShares S&P 500 Growth ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #150 holding.
N.E.W. Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's iShares S&P 500 Growth ETF position peaked at $1.83M in Q4 2020.
1,648 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.