PKS Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

PKS Advisory Services’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	$11.5M	Buy	83,860 +9,424	+13%	+$1.24M	1.84%	8
2026 Q1	$8.42M	Buy	74,436 +3,042	+4%	+$366K	1.96%	7
2025 Q4	$8.8M	Sell	71,394 -2,813	-4%	-$344K	2.01%	7
2025 Q3	$8.96M	Buy	74,207 +3,499	+5%	+$402K	1.87%	8
2025 Q2	$7.79M	Sell	70,708 -264	-0.4%	-$26.1K	1.92%	7
2025 Q1	$6.57M	Sell	70,972 -924	-1%	-$93.2K	1.8%	7
2024 Q4	$42.3M	Buy	+71,896	New	+$7.17M	10.58%	2

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

PKS Advisory Services's IVW Position: Q2 2026 in Review

PKS Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $1.24M and bringing the position to 83,860 shares worth $11.5M. The position accounts for 1.84% of the portfolio, ranked #8.

PKS Advisory Services first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.3M in Q4 2024. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

PKS Advisory Services held 83,860 shares of iShares S&P 500 Growth ETF worth $11.5M as of Q2 2026.
PKS Advisory Services bought 9,424 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.24M.
iShares S&P 500 Growth ETF made up 1.84% of PKS Advisory Services's portfolio in Q2 2026, its #8 holding.
PKS Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares S&P 500 Growth ETF position peaked at $42.3M in Q4 2024.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.