Ogorek Anthony Joseph’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ogorek Anthony Joseph’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	$45K	Hold	328	–	–	0.01%	189
2026 Q1	$37K	Sell	328 -28	-8%	-$3.37K	0.01%	202
2025 Q4	$43K	Hold	356	–	–	0.01%	170
2025 Q3	$42K	Hold	356	–	–	0.01%	181
2025 Q2	$39K	Hold	356	–	–	0.01%	183
2025 Q1	$33K	Buy	356 +28	+9%	+$2.82K	0.01%	204
2024 Q4	$33K	Hold	328	–	–	0.01%	145
2024 Q3	$31K	Hold	328	–	–	0.01%	146
2024 Q2	$30K	Hold	328	–	–	0.01%	138
2024 Q1	$27K	Hold	328	–	–	0.01%	145
2023 Q4	$24K	Hold	328	–	–	0.01%	158
2023 Q3	$22K	Hold	328	–	–	0.01%	158
2023 Q2	$23K	Hold	328	–	–	0.01%	150
2023 Q1	$20K	Hold	328	–	–	0.01%	155
2022 Q4	$19K	Hold	328	–	–	0.01%	126
2022 Q3	$18K	Hold	328	–	–	0.01%	120
2022 Q2	$19K	Hold	328	–	–	0.01%	119
2022 Q1	$25K	Hold	328	–	–	0.01%	119
2021 Q4	$27K	Hold	328	–	–	0.01%	108
2021 Q3	$24K	Hold	328	–	–	0.01%	115
2021 Q2	$23K	Hold	328	–	–	0.01%	115
2021 Q1	$21K	Hold	328	–	–	0.01%	107
2020 Q4	$20K	Hold	328	–	–	0.01%	99
2020 Q3	$18K	Hold	328	–	–	0.01%	88
2020 Q2	$17K	Hold	328	–	–	0.01%	86
2020 Q1	$13K	Hold	328	–	–	0.01%	103
2019 Q4	$15K	Hold	328	–	–	0.01%	114
2019 Q3	$14K	Hold	328	–	–	0.01%	94
2019 Q2	$14K	Hold	328	–	–	0.01%	92
2019 Q1	$14K	Hold	328	–	–	0.01%	88
2018 Q4	$12K	Hold	328	–	–	0.01%	88
2018 Q3	$14K	Hold	328	–	–	0.01%	85
2018 Q2	$13K	Buy	+328	New	+$13.2K	0.01%	75

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

Ogorek Anthony Joseph's IVW Position: Q2 2026 in Review

Ogorek Anthony Joseph held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 328 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #189.

Ogorek Anthony Joseph first reported a position in IVW in Q2 2018 and has held it in 33 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ogorek Anthony Joseph held 328 shares of iShares S&P 500 Growth ETF worth $45K as of Q2 2026.
Ogorek Anthony Joseph left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #189 holding.
Ogorek Anthony Joseph first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.