PCS
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Personal CFO Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Personal CFO Solutions’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 		– Sell
-17,667
Closed -$2M – 560
2026
Q1 		$2M Buy
+17,667
New +$2.12M 0.28% 61
2024
Q4 		– Sell
-13,691
Closed -$1.31M – 543
2024
Q3 		$1.31M Buy
13,691
+737
+6% +$68K 0.18% 106
2024
Q2 		$1.2M Buy
12,954
+2,862
+28% +$247K 0.18% 103
2024
Q1 		$852K Buy
10,092
+187
+2% +$15K 0.13% 151
2023
Q4 		$744K Buy
9,905
+1,324
+15% +$94.2K 0.13% 164
2023
Q3 		$587K Buy
8,581
+695
+9% +$49.2K 0.12% 167
2023
Q2 		$556K Sell
7,886
-113
-1% -$7.47K 0.11% 186
2023
Q1 		$511K Buy
7,999
+705
+10% +$43.1K 0.11% 190
2022
Q4 		$458K Sell
7,294
-3,832
-34% -$230K 0.1% 201
2022
Q3 		$644K Sell
11,126
-88
-0.8% -$5.72K 0.16% 123
2022
Q2 		$677K Sell
11,214
-1,098
-9% -$72.7K 0.16% 114
2022
Q1 		$940K Sell
12,312
-5,378
-30% -$404K 0.19% 108
2021
Q4 		$1.48M Sell
17,690
-1,270
-7% -$102K 0.28% 66
2021
Q3 		$1.4M Sell
18,960
-1,347
-7% -$103K 0.29% 67
2021
Q2 		$1.48M Sell
20,307
-487
-2% -$33.7K 0.3% 63
2021
Q1 		$1.35M Sell
20,794
-1,225
-6% -$79.2K 0.29% 67
2020
Q4 		$1.41M Buy
22,019
+935
+4% +$56.7K 0.35% 62
2020
Q3 		$1M Sell
21,084
-1,860
-8% -$105K 0.33% 90
2020
Q2 		$1.19M Sell
22,944
-10,540
-31% -$505K 0.35% 67
2020
Q1 		$1.38M Buy
33,484
+6,460
+24% +$305K 0.5% 45
2019
Q4 		$1.31M Buy
27,024
+1,424
+6% +$66K 0.37% 52
2019
Q3 		$1.15M Buy
+25,600
New +$1.16M 0.46% 52

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Personal CFO Solutions's IVW Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 17,667 shares — an estimated $2M sold.

Personal CFO Solutions first reported a position in IVW in Q3 2019 and held it in 22 quarters. The position peaked at $2M in Q1 2026. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 17,667 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2M.
  • Personal CFO Solutions first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and held it in 22 quarters.
  • Personal CFO Solutions's iShares S&P 500 Growth ETF position peaked at $2M in Q1 2026.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.