Plan Group Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Plan Group Financial’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	$504K	Sell	3,666 -698	-16%	-$92.2K	0.1%	128
2026 Q1	$494K	Buy	4,364 +2,457	+129%	+$296K	0.12%	126
2025 Q4	$235K	Sell	1,907 -357	-16%	-$43.7K	0.06%	177
2025 Q3	$273K	Buy	2,264 +257	+13%	+$29.6K	0.07%	149
2025 Q2	$221K	Buy	+2,007	New	+$199K	0.07%	146
2025 Q1	–	Sell	-2,007	Closed	-$204K	–	150
2024 Q4	$204K	Sell	2,007 -102	-5%	-$10.2K	0.11%	111
2024 Q3	$202K	Buy	+2,109	New	+$195K	0.11%	109

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

Plan Group Financial's IVW Position: Q2 2026 in Review

Plan Group Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, selling an estimated $92.2K and leaving 3,666 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #128.

Plan Group Financial first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Plan Group Financial held 3,666 shares of iShares S&P 500 Growth ETF worth $504K as of Q2 2026.
Plan Group Financial sold 698 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $92.2K.
iShares S&P 500 Growth ETF made up 0.1% of Plan Group Financial's portfolio in Q2 2026, its #128 holding.
Plan Group Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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