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

PDS 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	$253K	Buy	+1,837	New	+$243K	0.01%	482

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

PDS Planning's IVW Position: Q2 2026 in Review

PDS Planning opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,837 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

PDS Planning held 1,837 shares of iShares S&P 500 Growth ETF worth $253K as of Q2 2026.
iShares S&P 500 Growth ETF was a new PDS Planning position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #482 holding.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.