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

ORBA 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	$402K	Sell	2,923 -2,555	-47%	-$337K	0.34%	59
2026 Q1	$620K	Hold	5,478	–	–	0.74%	39
2025 Q4	$675K	Hold	5,478	–	–	0.59%	44
2025 Q3	$661K	Hold	5,478	–	–	0.54%	43
2025 Q2	$603K	Sell	5,478 -490	-8%	-$48.5K	0.55%	43
2025 Q1	$554K	Hold	5,968	–	–	0.28%	61
2024 Q4	$606K	Hold	5,968	–	–	0.32%	55
2024 Q3	$571K	Sell	5,968 -452	-7%	-$41.7K	0.29%	56
2024 Q2	$594K	Buy	6,420 +820	+15%	+$70.7K	0.31%	52
2024 Q1	$473K	Sell	5,600 -400	-7%	-$32.1K	0.26%	61
2023 Q4	$451K	Buy	+6,000	New	+$427K	0.27%	56

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

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

ORBA Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 47% in Q2 2026, selling an estimated $337K and leaving 2,923 shares worth $402K. The position accounts for 0.34% of the portfolio, ranked #59.

ORBA Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

ORBA Wealth Advisors held 2,923 shares of iShares S&P 500 Growth ETF worth $402K as of Q2 2026.
ORBA Wealth Advisors sold 2,555 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $337K.
iShares S&P 500 Growth ETF made up 0.34% of ORBA Wealth Advisors's portfolio in Q2 2026, its #59 holding.
ORBA Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $675K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.