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

&Partners’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	$55.3M	Sell	401,071 -35,471	-8%	-$4.68M	0.23%	82
2026 Q1	$49.3M	Buy	436,542 +4,706	+1%	+$566K	0.24%	84
2025 Q4	$53.3M	Buy	431,836 +30,981	+8%	+$3.79M	0.28%	75
2025 Q3	$48.4M	Buy	400,855 +54,282	+16%	+$6.24M	0.31%	65
2025 Q2	$38.2M	Buy	346,573 +132,045	+62%	+$13.1M	0.29%	73
2025 Q1	$19.8M	Sell	214,528 -13,104	-6%	-$1.32M	0.21%	103
2024 Q4	$23.5M	Buy	227,632 +45,259	+25%	+$4.52M	0.28%	77
2024 Q3	$17.6M	Buy	182,373 +78,964	+76%	+$7.29M	0.34%	68
2024 Q2	$9.57M	Buy	103,409 +86,941	+528%	+$7.5M	0.42%	58
2024 Q1	$1.39M	Buy	16,468 +8,544	+108%	+$686K	0.19%	104
2023 Q4	$582K	Buy	+7,924	New	+$564K	0.14%	140

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

&Partners's IVW Position: Q2 2026 in Review

&Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.1% in Q2 2026, selling an estimated $4.68M and leaving 401,071 shares worth $55.3M. The position accounts for 0.23% of the portfolio, ranked #82.

&Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

&Partners held 401,071 shares of iShares S&P 500 Growth ETF worth $55.3M as of Q2 2026.
&Partners sold 35,471 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.68M.
iShares S&P 500 Growth ETF made up 0.23% of &Partners's portfolio in Q2 2026, its #82 holding.
&Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.