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OneAscent Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

OneAscent Wealth Management’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 		$226K Buy
+1,642
New +$217K 0.07% 155
2026
Q1 		– Sell
-1,662
Closed -$205K – 168
2025
Q4 		$205K Buy
+1,662
New +$203K 0.07% 162

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

OneAscent Wealth Management's IVW Position: Q2 2026 in Review

OneAscent Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,642 shares worth $226K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in IVW as recently as Q4 2025.

OneAscent Wealth Management first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • OneAscent Wealth Management held 1,642 shares of iShares S&P 500 Growth ETF worth $226K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new OneAscent Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of OneAscent Wealth Management's portfolio in Q2 2026, its #155 holding.
  • OneAscent Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.