ORG Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

ORG Wealth Partners’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	$17.7K	Hold	129	–	–	﹤0.01%	458
2026 Q1	$14.6K	Hold	129	–	–	﹤0.01%	459
2025 Q4	$15.9K	Sell	129 -149	-54%	-$18.2K	﹤0.01%	435
2025 Q3	$33.6K	Hold	278	–	–	0.01%	343
2025 Q2	$30.3K	Sell	278 -193	-41%	-$19.1K	0.01%	367
2025 Q1	$44K	Sell	471 -220	-32%	-$22.2K	0.01%	357
2024 Q4	$70.2K	Hold	691	–	–	0.02%	223
2024 Q3	$66.2K	Buy	+691	New	+$63.8K	0.02%	228

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

ORG Wealth Partners's IVW Position: Q2 2026 in Review

ORG Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 129 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

ORG Wealth Partners first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $70.2K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

ORG Wealth Partners held 129 shares of iShares S&P 500 Growth ETF worth $17.7K as of Q2 2026.
ORG Wealth Partners 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 ORG Wealth Partners's portfolio in Q2 2026, its #458 holding.
ORG Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares S&P 500 Growth ETF position peaked at $70.2K in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.