New England Private Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

New England Private Wealth 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	$1.66M	Buy	12,468 +5	+0%	+$660	0.16%	93
2026 Q1	$1.41M	Buy	12,463 +5	+0%	+$601	0.16%	88
2025 Q4	$1.54M	Buy	12,458 +6	+0%	+$734	0.19%	84
2025 Q3	$1.5M	Buy	12,452 +7	+0.1%	+$805	0.2%	84
2025 Q2	$1.42M	Buy	12,445 +6	+0%	+$594	0.21%	79
2025 Q1	$1.15M	Buy	12,439 +6	+0%	+$605	0.18%	77
2024 Q4	$1.26M	Sell	12,433 -1,975	-14%	-$197K	0.2%	76
2024 Q3	$1.38M	Buy	14,408 +9	+0.1%	+$831	0.22%	72
2024 Q2	$1.33M	Buy	14,399 +4	+0%	+$345	0.23%	69
2024 Q1	$1.22M	Buy	14,395 +6	+0%	+$482	0.21%	72
2023 Q4	$1.08M	Buy	14,389 +26	+0.2%	+$1.85K	0.2%	72
2023 Q3	$983K	Buy	14,363 +2	+0%	+$142	0.2%	71
2023 Q2	$1.01M	Buy	14,361 +5	+0%	+$331	0.2%	68
2023 Q1	$917K	Buy	14,356 +9	+0.1%	+$550	0.19%	67
2022 Q4	$839K	Buy	14,347 +11	+0.1%	+$661	0.18%	65
2022 Q3	$829K	Buy	14,336 +14	+0.1%	+$910	0.19%	61
2022 Q2	$1.09M	Sell	14,322 -2	-0%	-$132	0.2%	57
2022 Q1	$1.09M	Sell	14,324 -1,394	-9%	-$105K	0.2%	57
2021 Q4	$1.31M	Buy	15,718 +5	+0%	+$403	0.23%	54
2021 Q3	$1.16M	Sell	15,713 -1,546	-9%	-$118K	0.22%	55
2021 Q2	$1.25M	Sell	17,259 -1,464	-8%	-$101K	0.24%	53
2021 Q1	$1.22M	Sell	18,723 -309	-2%	-$20K	0.21%	55
2020 Q4	$1.21M	Buy	19,032 +24	+0.1%	+$1.46K	0.27%	50
2020 Q3	$1.1M	Buy	19,008 +16	+0.1%	+$906	0.28%	48
2020 Q2	$991K	Sell	18,992 -948	-5%	-$45.4K	0.27%	46
2020 Q1	$822K	Buy	19,940 +1,172	+6%	+$55.4K	0.28%	46
2019 Q4	$909K	Sell	18,768 -252	-1%	-$11.7K	0.24%	48
2019 Q3	$855K	Buy	19,020 +32	+0.2%	+$1.45K	0.21%	67
2019 Q2	$851K	Buy	18,988 +64	+0.3%	+$2.81K	0.21%	67
2019 Q1	$816K	Buy	18,924 +48	+0.3%	+$1.97K	0.21%	66
2018 Q4	$711K	Sell	18,876 -5,292	-22%	-$214K	0.21%	70
2018 Q3	$1.07M	Buy	24,168 +56	+0.2%	+$2.41K	0.29%	58
2018 Q2	$979K	Hold	24,112	–	–	0.28%	57
2018 Q1	$935K	Buy	24,112 +1,300	+6%	+$51.9K	0.26%	59
2017 Q4	$871K	Sell	22,812 -3,768	-14%	-$141K	0.25%	62
2017 Q3	$954K	Sell	26,580 -540	-2%	-$19K	0.28%	55
2017 Q2	$928K	Hold	27,120	–	–	0.29%	57
2017 Q1	$891K	Buy	27,120 +68	+0.3%	+$2.18K	0.28%	54
2016 Q4	$822K	Buy	27,052 +1,684	+7%	+$50.9K	0.29%	56
2016 Q3	$772K	Buy	25,368 +24	+0.1%	+$728	0.28%	57
2016 Q2	$739K	Buy	25,344 +92	+0.4%	+$2.67K	0.28%	57
2016 Q1	$732K	Buy	25,252 +140	+0.6%	+$3.85K	0.3%	55
2015 Q4	$727K	Buy	25,112 +124	+0.5%	+$3.6K	0.29%	53
2015 Q3	$674K	Buy	24,988 +52	+0.2%	+$1.48K	0.29%	51
2015 Q2	$710K	Sell	24,936 -104	-0.4%	-$3.01K	0.27%	53
2015 Q1	$713K	Buy	25,040 +88	+0.4%	+$2.5K	0.28%	52
2014 Q4	$695K	Buy	24,952 +76	+0.3%	+$2.08K	0.27%	55
2014 Q3	$664K	Buy	24,876 +80	+0.3%	+$2.13K	0.27%	55
2014 Q2	$652K	Sell	24,796 -2,404	-9%	-$61K	0.27%	56
2014 Q1	$679K	Buy	27,200 +9,728	+56%	+$240K	0.29%	52
2013 Q4	$431K	Buy	+17,472	New	+$412K	0.2%	59

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

New England Private Wealth Advisors's IVW Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, buying an estimated $660 and bringing the position to 12,468 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #93.

New England Private Wealth Advisors first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

New England Private Wealth Advisors held 12,468 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q2 2026.
New England Private Wealth Advisors bought 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
iShares S&P 500 Growth ETF made up 0.16% of New England Private Wealth Advisors's portfolio in Q2 2026, its #93 holding.
New England Private Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.