PSF
IVW icon

Pacific Sun Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pacific Sun Financial’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 		$1.4M Hold
10,208
– – 0.58% 44
2026
Q1 		$1.15M Buy
10,208
+224
+2% +$26.9K 0.56% 53
2025
Q4 		$1.23M Buy
9,984
+150
+2% +$18.4K 0.59% 51
2025
Q3 		$1.19M Hold
9,834
– – 0.57% 52
2025
Q2 		$1.08M Sell
9,834
-480
-5% -$47.5K 0.57% 53
2025
Q1 		$957K Hold
10,314
– – 0.54% 52
2024
Q4 		$1.05M Hold
10,314
– – 0.57% 52
2024
Q3 		$988K Hold
10,314
– – 0.54% 54
2024
Q2 		$954K Sell
10,314
-190
-2% -$16.4K 0.56% 53
2024
Q1 		$887K Sell
10,504
-135
-1% -$10.8K 0.52% 57
2023
Q4 		$799K Hold
10,639
– – 0.5% 60
2023
Q3 		$728K Sell
10,639
-700
-6% -$49.5K 0.5% 60
2023
Q2 		$724K Buy
+11,339
New +$750K 0.48% 63
2022
Q4 		$666K Sell
11,379
-880
-7% -$52.8K 0.47% 66
2022
Q3 		$709K Sell
12,259
-615
-5% -$40K 0.5% 64
2022
Q2 		$777K Buy
12,874
+1,330
+12% +$88K 0.51% 65
2022
Q1 		$882K Buy
11,544
+300
+3% +$22.5K 0.48% 67
2021
Q4 		$941K Buy
11,244
+100
+0.9% +$8.06K 0.5% 64
2021
Q3 		$824K Buy
+11,144
New +$849K 0.47% 66
2020
Q3 		$804K Buy
13,912
+80
+0.6% +$4.53K 0.67% 51
2020
Q2 		$718K Sell
13,832
-560
-4% -$26.8K 0.65% 56
2020
Q1 		$594K Buy
14,392
+64
+0.4% +$3.03K 0.68% 54
2019
Q4 		$694K Sell
14,328
-160
-1% -$7.42K 0.61% 56
2019
Q3 		$652K Buy
14,488
+508
+4% +$23K 0.62% 55
2019
Q2 		$626K Buy
+13,980
New +$615K 0.6% 57
2018
Q2 		$502K Sell
11,680
-120
-1% -$4.82K 0.52% 64
2018
Q1 		$457K Buy
+11,800
New +$471K 0.6% 58

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

Pacific Sun Financial's IVW Position: Q2 2026 in Review

Pacific Sun Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,208 shares worth $1.4M. The position accounts for 0.58% of the portfolio, ranked #44.

Pacific Sun Financial first reported a position in IVW in Q1 2018 and has held it in 27 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Pacific Sun Financial held 10,208 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
  • Pacific Sun Financial left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.58% of Pacific Sun Financial's portfolio in Q2 2026, its #44 holding.
  • Pacific Sun Financial first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 27 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.