Pension & Wealth Management Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pension & Wealth Management Advisors’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	$528K	Buy	3,837 +1,564	+69%	+$207K	0.14%	99
2026 Q1	$257K	Buy	2,273 +400	+21%	+$48.1K	0.08%	144
2025 Q4	$231K	Sell	1,873 -35	-2%	-$4.28K	0.07%	160
2025 Q3	$230K	Buy	1,908 +358	+23%	+$41.2K	0.07%	142
2025 Q2	$171K	Buy	1,550 +122	+9%	+$12.1K	0.06%	150
2025 Q1	$133K	Hold	1,428	–	–	0.05%	167
2024 Q4	$145K	Buy	1,428 +1	+0.1%	+$100	0.06%	161
2024 Q3	$137K	Buy	1,427 +1,043	+272%	+$96.3K	0.07%	124
2024 Q2	$35.6K	Hold	384	–	–	0.02%	228
2024 Q1	$32.4K	Buy	+384	New	+$30.9K	0.02%	225

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pension & Wealth Management Advisors's IVW Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 69% in Q2 2026, buying an estimated $207K and bringing the position to 3,837 shares worth $528K. The position accounts for 0.14% of the portfolio, ranked #99.

Pension & Wealth Management Advisors first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pension & Wealth Management Advisors held 3,837 shares of iShares S&P 500 Growth ETF worth $528K as of Q2 2026.
Pension & Wealth Management Advisors bought 1,564 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $207K.
iShares S&P 500 Growth ETF made up 0.14% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #99 holding.
Pension & Wealth Management Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.