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

Octavia 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	$350K	Sell	2,543 -142	-5%	-$18.8K	0.03%	158
2026 Q1	$304K	Buy	2,685 +84	+3%	+$10.1K	0.03%	183
2025 Q4	$321K	Sell	2,601 -20	-0.8%	-$2.45K	0.03%	181
2025 Q3	$316K	Sell	2,621 -192	-7%	-$22.1K	0.03%	189
2025 Q2	$310K	Buy	2,813 +57	+2%	+$5.64K	0.04%	160
2025 Q1	$256K	Buy	2,756 +417	+18%	+$42K	0.03%	183
2024 Q4	$237K	Sell	2,339 -84	-3%	-$8.38K	0.03%	200
2024 Q3	$232K	Buy	+2,423	New	+$224K	0.03%	199
2024 Q2	–	Sell	-5,284	Closed	-$446K	–	221
2024 Q1	$446K	Buy	+5,284	New	+$425K	0.07%	123

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

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

Octavia Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q2 2026, selling an estimated $18.8K and leaving 2,543 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #158.

Octavia Wealth Advisors first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $446K in Q1 2024. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Octavia Wealth Advisors held 2,543 shares of iShares S&P 500 Growth ETF worth $350K as of Q2 2026.
Octavia Wealth Advisors sold 142 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.8K.
iShares S&P 500 Growth ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Octavia Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Octavia Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $446K in Q1 2024.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.