Phillips Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Phillips Financial Management’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	$514K	Hold	3,739	–	–	0.04%	140
2026 Q1	$423K	Sell	3,739 -134	-3%	-$16.1K	0.03%	149
2025 Q4	$477K	Sell	3,873 -24	-0.6%	-$2.94K	0.03%	145
2025 Q3	$470K	Hold	3,897	–	–	0.03%	153
2025 Q2	$429K	Hold	3,897	–	–	0.03%	147
2025 Q1	$362K	Hold	3,897	–	–	0.03%	147
2024 Q4	$396K	Sell	3,897 -13	-0.3%	-$1.3K	0.03%	141
2024 Q3	$374K	Sell	3,910 -332	-8%	-$30.7K	0.03%	143
2024 Q2	$393K	Buy	4,242 +65	+2%	+$5.6K	0.03%	140
2024 Q1	$353K	Sell	4,177 -25	-0.6%	-$2.01K	0.03%	145
2023 Q4	$316K	Sell	4,202 -974	-19%	-$69.3K	0.03%	149
2023 Q3	$354K	Sell	5,176 -825	-14%	-$58.4K	0.03%	142
2023 Q2	$423K	Hold	6,001	–	–	0.04%	130
2023 Q1	$383K	Sell	6,001 -1,317	-18%	-$80.5K	0.04%	131
2022 Q4	$428K	Sell	7,318 -1,480	-17%	-$88.9K	0.04%	117
2022 Q3	$509K	Buy	+8,798	New	+$572K	0.06%	113
2022 Q2	–	Sell	-14,424	Closed	-$1.1M	–	125
2022 Q1	$1.1M	Sell	14,424 -3,143	-18%	-$236K	0.1%	81
2021 Q4	$1.47M	Hold	17,567	–	–	0.14%	68
2021 Q3	$1.3M	Hold	17,567	–	–	0.13%	68
2021 Q2	$1.28M	Hold	17,567	–	–	0.13%	70
2021 Q1	$1.14M	Sell	17,567 -4,173	-19%	-$270K	0.14%	68
2020 Q4	$1.39M	Buy	+21,740	New	+$1.32M	0.19%	66

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

Phillips Financial Management's IVW Position: Q2 2026 in Review

Phillips Financial Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,739 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #140.

Phillips Financial Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.47M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Phillips Financial Management held 3,739 shares of iShares S&P 500 Growth ETF worth $514K as of Q2 2026.
Phillips Financial Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #140 holding.
Phillips Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Phillips Financial Management's iShares S&P 500 Growth ETF position peaked at $1.47M in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.