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

Perennial 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	$203K	Buy	+1,476	New	+$195K	0.03%	134
2021 Q3	–	Sell	-1,548	Closed	-$113K	–	170
2021 Q2	$113K	Hold	1,548	–	–	0.03%	99
2021 Q1	$101K	Buy	+1,548	New	+$100K	0.03%	104

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

Perennial Advisors's IVW Position: Q2 2026 in Review

Perennial Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,476 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings. This is a return to the name: Perennial Advisors previously reported a position in IVW as recently as Q2 2021.

Perennial Advisors first reported a position in IVW in Q1 2021 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Perennial Advisors held 1,476 shares of iShares S&P 500 Growth ETF worth $203K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Perennial Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Perennial Advisors's portfolio in Q2 2026, its #134 holding.
Perennial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 3 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.