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Natural Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Natural Investments’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 		$259K Buy
+1,890
New +$250K 0.06% 250
2025
Q1 		– Sell
-2,004
Closed -$203K – 254
2024
Q4 		$203K Buy
+2,004
New +$200K 0.06% 233

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Natural Investments's IVW Position: Q2 2026 in Review

Natural Investments opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,890 shares worth $259K. The stake represents 0.06% of the portfolio and ranks #250 among its holdings. This is a return to the name: Natural Investments previously reported a position in IVW as recently as Q4 2024.

Natural Investments first reported a position in IVW in Q4 2024 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Natural Investments held 1,890 shares of iShares S&P 500 Growth ETF worth $259K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Natural Investments position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Natural Investments's portfolio in Q2 2026, its #250 holding.
  • Natural Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.