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Novak & Powell Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Novak & Powell Financial 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 		$209K Buy
+1,518
New +$200K 0.1% 166
2025
Q2 		– Sell
-1,952
Closed -$385K – 152
2025
Q1 		$385K Buy
+1,952
New +$197K 0.24% 91

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

Novak & Powell Financial Services's IVW Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,518 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #166 among its holdings. This is a return to the name: Novak & Powell Financial Services previously reported a position in IVW as recently as Q1 2025.

Novak & Powell Financial Services first reported a position in IVW in Q1 2025 and has held it in 2 quarters since. The position peaked at $385K in Q1 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Novak & Powell Financial Services held 1,518 shares of iShares S&P 500 Growth ETF worth $209K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Novak & Powell Financial Services position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Novak & Powell Financial Services's portfolio in Q2 2026, its #166 holding.
  • Novak & Powell Financial Services first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • Novak & Powell Financial Services's iShares S&P 500 Growth ETF position peaked at $385K in Q1 2025.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.