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Plan A Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Plan A Wealth’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
-1,921
Closed -$217K – 201
2026
Q1 		$217K Hold
1,921
– – 0.1% 153
2025
Q4 		$237K Hold
1,921
– – 0.12% 141
2025
Q3 		$232K Hold
1,921
– – 0.12% 139
2025
Q2 		$212K Buy
+1,921
New +$190K 0.12% 136

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

Plan A Wealth's IVW Position: Q2 2026 in Review

Plan A Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 1,921 shares — an estimated $217K sold.

Plan A Wealth first reported a position in IVW in Q2 2025 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Plan A Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Plan A Wealth sold 1,921 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $217K.
  • Plan A Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and held it in 4 quarters.
  • Plan A Wealth's iShares S&P 500 Growth ETF position peaked at $237K in Q4 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.