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

Oak 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	$595K	Hold	4,325	–	–	0.29%	45
2026 Q1	$489K	Sell	4,325 -848	-16%	-$102K	0.27%	43
2025 Q4	$638K	Hold	5,173	–	–	0.37%	37
2025 Q3	$624K	Sell	5,173 -3	-0.1%	-$345	0.36%	39
2025 Q2	$570K	Hold	5,176	–	–	0.37%	40
2025 Q1	$480K	Sell	5,176 -414	-7%	-$41.7K	0.36%	33
2024 Q4	$568K	Buy	+5,590	New	+$558K	0.44%	30

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oak Wealth Advisors's IVW Position: Q2 2026 in Review

Oak Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,325 shares worth $595K. The position accounts for 0.29% of the portfolio, ranked #45.

Oak Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $638K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Oak Wealth Advisors held 4,325 shares of iShares S&P 500 Growth ETF worth $595K as of Q2 2026.
Oak Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.29% of Oak Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Oak Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $638K in Q4 2025.
1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.