PIFP
IVW icon

Partners in Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Partners in Financial Planning’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 		$483K Buy
3,510
+1
+0% +$132 0.07% 82
2026
Q1 		$397K Sell
3,509
-88
-2% -$10.6K 0.07% 88
2025
Q4 		$443K Buy
3,597
+2
+0.1% +$245 0.08% 79
2025
Q3 		$434K Buy
3,595
+3
+0.1% +$345 0.08% 80
2025
Q2 		$396K Buy
3,592
+2
+0.1% +$198 0.07% 82
2025
Q1 		$333K Sell
3,590
-250
-7% -$25.2K 0.07% 82
2024
Q4 		$390K Sell
3,840
-951
-20% -$94.9K 0.08% 75
2024
Q3 		$459K Sell
4,791
-192
-4% -$17.7K 0.09% 68
2024
Q2 		$461K Sell
4,983
-245
-5% -$21.1K 0.1% 68
2024
Q1 		$441K Buy
5,228
+730
+16% +$58.6K 0.1% 69
2023
Q4 		$338K Sell
4,498
-1,199
-21% -$85.3K 0.08% 74
2023
Q3 		$390K Sell
5,697
-203
-3% -$14.4K 0.1% 66
2023
Q2 		$416K Sell
5,900
-259
-4% -$17.1K 0.11% 64
2023
Q1 		$394K Sell
6,159
-191
-3% -$11.7K 0.1% 65
2022
Q4 		$367K Sell
6,350
-82
-1% -$4.92K 0.1% 66
2022
Q3 		$396K Sell
6,432
-79
-1% -$5.13K 0.11% 62
2022
Q2 		$432K Sell
6,511
-152
-2% -$10.1K 0.14% 60
2022
Q1 		$461K Buy
6,663
+2
+0% +$150 0.15% 53
2021
Q4 		$491K Sell
6,661
-148
-2% -$11.9K 0.15% 51
2021
Q3 		$503K Sell
6,809
-31
-0.5% -$2.36K 0.16% 49
2021
Q2 		$497K Buy
+6,840
New +$473K 0.16% 47

Other funds holding IVW

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

Partners in Financial Planning's IVW Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, buying an estimated $132 and bringing the position to 3,510 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #82.

Partners in Financial Planning first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. The position peaked at $503K in Q3 2021. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Partners in Financial Planning held 3,510 shares of iShares S&P 500 Growth ETF worth $483K as of Q2 2026.
  • Partners in Financial Planning bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.07% of Partners in Financial Planning's portfolio in Q2 2026, its #82 holding.
  • Partners in Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's iShares S&P 500 Growth ETF position peaked at $503K in Q3 2021.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.