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

Pinion Investment 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	$1.36M	Buy	+9,915	New	+$1.31M	0.26%	60
2025 Q3	–	Sell	-2,771	Closed	-$305K	–	175
2025 Q2	$305K	Sell	2,771 -4,044	-59%	-$400K	0.11%	130
2025 Q1	$633K	Sell	6,815 -1,733	-20%	-$175K	0.14%	84
2024 Q4	$868K	Sell	8,548 -4,727	-36%	-$472K	0.35%	54
2024 Q3	$1.27M	Buy	13,275 +9,884	+291%	+$913K	0.53%	33
2024 Q2	$314K	Buy	+3,391	New	+$292K	0.16%	114
2022 Q4	–	Sell	-9,019	Closed	-$522K	–	140
2022 Q3	$522K	Hold	9,019	–	–	0.46%	66
2022 Q2	$544K	Buy	+9,019	New	+$597K	0.45%	73

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

Pinion Investment Advisors's IVW Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 9,915 shares worth $1.36M. The stake represents 0.26% of the portfolio and ranks #60 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in IVW as recently as Q2 2025.

Pinion Investment Advisors first reported a position in IVW in Q2 2022 and has held it in 8 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pinion Investment Advisors held 9,915 shares of iShares S&P 500 Growth ETF worth $1.36M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Pinion Investment Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.26% of Pinion Investment Advisors's portfolio in Q2 2026, its #60 holding.
Pinion Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 8 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.