Osaic Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Osaic Holdings’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	$277M	Buy	2,013,076 +47,373	+2%	+$6.26M	0.33%	47
2026 Q1	$222M	Sell	1,965,703 -73,267	-4%	-$8.81M	0.33%	46
2025 Q4	$251M	Sell	2,038,970 -104,950	-5%	-$12.8M	0.37%	41
2025 Q3	$252M	Buy	2,143,920 +78,821	+4%	+$9.07M	0.35%	40
2025 Q2	$227M	Buy	2,065,099 +82,151	+4%	+$8.13M	0.4%	37
2025 Q1	$184M	Sell	1,982,948 -19,225	-1%	-$1.94M	0.41%	35
2024 Q4	$194M	Buy	2,002,173 +111,362	+6%	+$11.1M	0.44%	36
2024 Q3	$181M	Buy	1,890,811 +60,973	+3%	+$5.63M	0.41%	36
2024 Q2	$169M	Buy	1,829,838 +68,126	+4%	+$5.87M	0.4%	38
2024 Q1	$149M	Sell	1,761,712 -2,107,666	-54%	-$169M	0.33%	49
2023 Q4	$291M	Sell	3,869,378 -1,096,184	-22%	-$78M	0.51%	29
2023 Q3	$340M	Buy	4,965,562 +1,551,597	+45%	+$110M	0.5%	33
2023 Q2	$240M	Buy	3,413,965 +30,926	+0.9%	+$2.04M	0.43%	38
2023 Q1	$216M	Buy	3,383,039 +329,657	+11%	+$20.2M	0.41%	35
2022 Q4	$179M	Buy	3,053,382 +591,979	+24%	+$35.5M	0.36%	44
2022 Q3	$142M	Sell	2,461,403 -10,011	-0.4%	-$650K	0.33%	57
2022 Q2	$149M	Sell	2,471,414 -4,499,248	-65%	-$298M	0.33%	59
2022 Q1	$574M	Buy	6,970,662 +3,373,834	+94%	+$253M	1.11%	9
2021 Q4	$301M	Buy	3,596,828 +433,423	+14%	+$34.9M	0.57%	25
2021 Q3	$234M	Buy	3,163,405 +152,820	+5%	+$11.6M	0.49%	29
2021 Q2	$219M	Sell	3,010,585 -259,965	-8%	-$18M	0.47%	31
2021 Q1	$213M	Sell	3,270,550 -1,117,619	-25%	-$72.2M	0.51%	29
2020 Q4	$280M	Sell	4,388,169 -242,331	-5%	-$14.7M	0.75%	19
2020 Q3	$266M	Buy	4,630,500 +419,548	+10%	+$23.7M	0.8%	17
2020 Q2	$219M	Sell	4,210,952 -1,570,424	-27%	-$75.3M	0.73%	19
2020 Q1	$229M	Buy	+5,781,376	New	+$273M	0.94%	18

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

Osaic Holdings's IVW Position: Q2 2026 in Review

Osaic Holdings increased its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, buying an estimated $6.26M and bringing the position to 2,013,076 shares worth $277M. The position accounts for 0.33% of the portfolio, ranked #47.

Osaic Holdings first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. The position peaked at $574M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Osaic Holdings held 2,013,076 shares of iShares S&P 500 Growth ETF worth $277M as of Q2 2026.
Osaic Holdings bought 47,373 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.26M.
iShares S&P 500 Growth ETF made up 0.33% of Osaic Holdings's portfolio in Q2 2026, its #47 holding.
Osaic Holdings first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's iShares S&P 500 Growth ETF position peaked at $574M in Q1 2022.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.