NewEdge Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

NewEdge Wealth’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	$3.95M	Sell	28,716 -2,257	-7%	-$298K	0.04%	293
2026 Q1	$3.5M	Buy	30,973 +3,370	+12%	+$405K	0.04%	294
2025 Q4	$3.4M	Buy	27,603 +1,149	+4%	+$141K	0.04%	324
2025 Q3	$3.27M	Buy	26,454 +402	+2%	+$46.2K	0.05%	292
2025 Q2	$2.97M	Buy	26,052 +864	+3%	+$85.5K	0.05%	300
2025 Q1	$2.34M	Buy	25,188 +7,901	+46%	+$797K	0.04%	324
2024 Q4	$1.76M	Buy	17,287 +380	+2%	+$37.9K	0.03%	379
2024 Q3	$1.62M	Buy	16,907 +4,995	+42%	+$461K	0.03%	381
2024 Q2	$1.1M	Sell	11,912 -1,217	-9%	-$105K	0.02%	401
2024 Q1	$1.07M	Buy	13,129 +2,526	+24%	+$203K	0.02%	417
2023 Q4	$796K	Buy	+10,603	New	+$755K	0.02%	437

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

NewEdge Wealth's IVW Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q2 2026, selling an estimated $298K and leaving 28,716 shares worth $3.95M. The position accounts for 0.04% of the portfolio, ranked #293.

NewEdge Wealth first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

NewEdge Wealth held 28,716 shares of iShares S&P 500 Growth ETF worth $3.95M as of Q2 2026.
NewEdge Wealth sold 2,257 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $298K.
iShares S&P 500 Growth ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #293 holding.
NewEdge Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.