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Oxford Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Oxford Financial Group’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 		$5.7M Hold
41,437
– – 0.29% 35
2026
Q1 		$4.69M Sell
41,437
-2,410
-5% -$290K 0.25% 35
2025
Q4 		$5.4M Buy
43,847
+3,533
+9% +$432K 0.3% 29
2025
Q3 		$4.87M Buy
40,314
+1,212
+3% +$139K 0.28% 34
2025
Q2 		$4.31M Sell
39,102
-1,212
-3% -$120K 0.26% 35
2025
Q1 		$3.74M Buy
40,314
+2,053
+5% +$207K 0.26% 36
2024
Q4 		$3.88M Buy
38,261
+6,995
+22% +$698K 0.25% 38
2024
Q3 		$2.99M Hold
31,266
– – 0.19% 44
2024
Q2 		$2.89M Sell
31,266
-14,641
-32% -$1.26M 0.19% 43
2024
Q1 		$3.88M Hold
45,907
– – 0.27% 38
2023
Q4 		$3.45M Buy
45,907
+9,924
+28% +$706K 0.25% 39
2023
Q3 		$2.46M Sell
35,983
-13,850
-28% -$980K 0.21% 43
2023
Q2 		$3.51M Hold
49,833
– – 0.33% 35
2023
Q1 		$3.18M Hold
49,833
– – 0.36% 34
2022
Q4 		$2.92M Sell
49,833
-12,330
-20% -$740K 0.34% 33
2022
Q3 		$3.6M Hold
62,163
– – 0.54% 26
2022
Q2 		$3.75M Sell
62,163
-2,500
-4% -$165K 0.55% 26
2022
Q1 		$4.94M Hold
64,663
– – 0.63% 22
2021
Q4 		$5.41M Buy
64,663
+58,267
+911% +$4.69M 0.61% 22
2021
Q3 		$473K Hold
6,396
– – 0.06% 117
2021
Q2 		$465K Hold
6,396
– – 0.06% 118
2021
Q1 		$416K Hold
6,396
– – 0.06% 121
2020
Q4 		$408K Hold
6,396
– – 0.06% 124
2020
Q3 		$369K Buy
+6,396
New +$362K 0.06% 119

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

Oxford Financial Group's IVW Position: Q2 2026 in Review

Oxford Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 41,437 shares worth $5.7M. The position accounts for 0.29% of the portfolio, ranked #35.

Oxford Financial Group first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 2,134 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Oxford Financial Group held 41,437 shares of iShares S&P 500 Growth ETF worth $5.7M as of Q2 2026.
  • Oxford Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.29% of Oxford Financial Group's portfolio in Q2 2026, its #35 holding.
  • Oxford Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,134 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.