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Omni 360 Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Omni 360 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 		$3.64M Buy
26,494
+2,059
+8% +$272K 1.68% 16
2026
Q1 		$2.76M Buy
24,435
+1,948
+9% +$234K 1.43% 20
2025
Q4 		$2.78M Sell
22,487
-1,887
-8% -$231K 1.42% 19
2025
Q3 		$2.94M Buy
24,374
+645
+3% +$74.2K 1.65% 15
2025
Q2 		$2.61M Buy
23,729
+941
+4% +$93.1K 1.62% 17
2025
Q1 		$2.12M Buy
22,788
+173
+0.8% +$17.4K 1.42% 19
2024
Q4 		$2.3M Buy
22,615
+2,195
+11% +$219K 1.53% 17
2024
Q3 		$1.96M Buy
20,420
+2,692
+15% +$249K 1.34% 20
2024
Q2 		$1.64M Buy
17,728
+11,837
+201% +$1.02M 1.25% 21
2024
Q1 		$497K Sell
5,891
-2,125
-27% -$171K 0.41% 58
2023
Q4 		$602K Buy
+8,016
New +$571K 0.56% 48

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

Omni 360 Wealth's IVW Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 8.4% in Q2 2026, buying an estimated $272K and bringing the position to 26,494 shares worth $3.64M. The position accounts for 1.68% of the portfolio, ranked #16.

Omni 360 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.

  • Omni 360 Wealth held 26,494 shares of iShares S&P 500 Growth ETF worth $3.64M as of Q2 2026.
  • Omni 360 Wealth bought 2,059 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $272K.
  • iShares S&P 500 Growth ETF made up 1.68% of Omni 360 Wealth's portfolio in Q2 2026, its #16 holding.
  • Omni 360 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 Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.