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

Orgel 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	$2.02M	Buy	+14,710	New	+$1.94M	0.04%	47
2024 Q2	–	Sell	-2,723	Closed	-$230K	–	80
2024 Q1	$230K	Sell	2,723 -354	-12%	-$28.4K	0.01%	76
2023 Q4	$231K	Buy	+3,077	New	+$219K	0.01%	80
2022 Q2	–	Sell	-2,612	Closed	-$200K	–	70
2022 Q1	$200K	Hold	2,612	–	–	0.01%	65
2021 Q4	$219K	Buy	+2,612	New	+$210K	0.02%	62

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Orgel Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 14,710 shares worth $2.02M. The stake represents 0.04% of the portfolio and ranks #47 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in IVW as recently as Q1 2024.

Orgel Wealth Management first reported a position in IVW in Q4 2021 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Orgel Wealth Management held 14,710 shares of iShares S&P 500 Growth ETF worth $2.02M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Orgel Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #47 holding.
Orgel Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.