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

Oxinas Partners 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	$1.49M	Sell	10,829 -1,806	-14%	-$238K	0.59%	44
2026 Q1	$1.43M	Buy	12,635 +1,790	+17%	+$215K	0.65%	40
2025 Q4	$1.34M	Sell	10,845 -645	-6%	-$78.9K	0.64%	40
2025 Q3	$1.39M	Sell	11,490 -278	-2%	-$32K	0.74%	35
2025 Q2	$1.3M	Sell	11,768 -3,290	-22%	-$326K	0.67%	41
2025 Q1	$1.4M	Buy	15,058 +3,638	+32%	+$367K	0.83%	32
2024 Q4	$1.16M	Sell	11,420 -251	-2%	-$25K	0.68%	36
2024 Q3	$1.12M	Sell	11,671 -13,334	-53%	-$1.23M	0.68%	43
2024 Q2	$2.31M	Sell	25,005 -2,590	-9%	-$223K	1.54%	17
2024 Q1	$2.33M	Buy	27,595 +12,548	+83%	+$1.01M	1.51%	22
2023 Q4	$1.13M	Sell	15,047 -313	-2%	-$22.3K	0.8%	37
2023 Q3	$1.05M	Sell	15,360 -25	-0.2%	-$1.77K	0.78%	33
2023 Q2	$1.08M	Sell	15,385 -145	-0.9%	-$9.59K	0.71%	35
2023 Q1	$992K	Sell	15,530 -110	-0.7%	-$6.72K	0.72%	40
2022 Q4	$915K	Buy	15,640 +322	+2%	+$19.3K	0.77%	39
2022 Q3	$886K	Sell	15,318 -1,063	-6%	-$69.1K	0.73%	38
2022 Q2	$989K	Sell	16,381 -83	-0.5%	-$5.49K	0.75%	34
2022 Q1	$1.26M	Sell	16,464 -11,652	-41%	-$875K	0.79%	33
2021 Q4	$2.35M	Buy	28,116 +10,589	+60%	+$853K	1.34%	19
2021 Q3	$1.29M	Buy	17,527 +118	+0.7%	+$8.99K	0.75%	40
2021 Q2	$1.27M	Sell	17,409 -1,194	-6%	-$82.6K	0.72%	42
2021 Q1	$1.21M	Sell	18,603 -4,406	-19%	-$285K	0.77%	42
2020 Q4	$1.47M	Buy	+23,009	New	+$1.4M	1.09%	25

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

Oxinas Partners Wealth Management's IVW Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, selling an estimated $238K and leaving 10,829 shares worth $1.49M. The position accounts for 0.59% of the portfolio, ranked #44.

Oxinas Partners Wealth Management first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Oxinas Partners Wealth Management held 10,829 shares of iShares S&P 500 Growth ETF worth $1.49M as of Q2 2026.
Oxinas Partners Wealth Management sold 1,806 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $238K.
iShares S&P 500 Growth ETF made up 0.59% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #44 holding.
Oxinas Partners Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Oxinas Partners Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.35M in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.