Pictet North America Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pictet North America 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	$670K	Hold	4,872	–	–	0.06%	111
2026 Q1	$551K	Hold	4,872	–	–	0.05%	113
2025 Q4	$601K	Hold	4,872	–	–	0.06%	110
2025 Q3	$588K	Hold	4,872	–	–	0.06%	103
2025 Q2	$536K	Hold	4,872	–	–	0.05%	110
2025 Q1	$452K	Hold	4,872	–	–	0.05%	109
2024 Q4	$495K	Hold	4,872	–	–	0.05%	116
2024 Q3	$466K	Hold	4,872	–	–	0.05%	112
2024 Q2	$451K	Hold	4,872	–	–	0.05%	112
2024 Q1	$411K	Hold	4,872	–	–	0.05%	115
2023 Q4	$366K	Hold	4,872	–	–	0.05%	109
2023 Q3	$333K	Hold	4,872	–	–	0.05%	110
2023 Q2	$343K	Buy	4,872 +814	+20%	+$53.8K	0.05%	110
2023 Q1	$259K	Buy	+4,058	New	+$248K	0.04%	116

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

Pictet North America Advisors's IVW Position: Q2 2026 in Review

Pictet North America Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,872 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #111.

Pictet North America Advisors first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pictet North America Advisors held 4,872 shares of iShares S&P 500 Growth ETF worth $670K as of Q2 2026.
Pictet North America Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Pictet North America Advisors's portfolio in Q2 2026, its #111 holding.
Pictet North America Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.