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

Powell 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 		$38.4M Sell
279,385
-10,705
-4% -$1.41M 12.13% 1
2026
Q1 		$32.8M Buy
290,090
+150
+0.1% +$18K 11.31% 2
2025
Q4 		$35.7M Sell
289,940
-430
-0.1% -$52.6K 12.3% 1
2025
Q3 		$35.1M Sell
290,370
-2,373
-0.8% -$273K 12.25% 1
2025
Q2 		$32.2M Buy
292,743
+21,415
+8% +$2.12M 12.09% 1
2025
Q1 		$25.2M Buy
271,328
+10,336
+4% +$1.04M 12.37% 2
2024
Q4 		$26.5M Buy
260,992
+1,234
+0.5% +$123K 12.27% 2
2024
Q3 		$24.9M Buy
259,758
+9,761
+4% +$901K 11.61% 2
2024
Q2 		$23.1M Sell
249,997
-704
-0.3% -$60.7K 11.98% 2
2024
Q1 		$21.2M Buy
250,701
+2,120
+0.9% +$170K 11.18% 2
2023
Q4 		$18.7M Buy
248,581
+3,934
+2% +$280K 10.32% 2
2023
Q3 		$16.8M Buy
244,647
+1,358
+0.6% +$96.1K 10.09% 2
2023
Q2 		$17.1M Sell
243,289
-21,254
-8% -$1.41M 10.02% 2
2023
Q1 		$16.9M Buy
264,543
+2,578
+1% +$158K 9.4% 2
2022
Q4 		$15.3M Sell
261,965
-11,055
-4% -$664K 8.89% 2
2022
Q3 		$15.8M Sell
273,020
-42,596
-13% -$2.77M 10.36% 2
2022
Q2 		$19M Buy
315,616
+25,227
+9% +$1.67M 11.55% 2
2022
Q1 		$22.2M Buy
290,389
+16,845
+6% +$1.27M 12.91% 1
2021
Q4 		$22.9M Buy
273,544
+12,042
+5% +$970K 13.01% 1
2021
Q3 		$19.3M Sell
261,502
-5,347
-2% -$408K 11.94% 1
2021
Q2 		$19.4M Buy
266,849
+3,367
+1% +$233K 11.92% 1
2021
Q1 		$17.2M Sell
263,482
-3,987
-1% -$258K 11.22% 1
2020
Q4 		$17.1M Buy
267,469
+693
+0.3% +$42K 12.98% 1
2020
Q3 		$15.4M Buy
266,776
+16,964
+7% +$960K 13.22% 1
2020
Q2 		$13M Buy
249,812
+45,588
+22% +$2.19M 12.53% 1
2020
Q1 		$8.43M Buy
204,224
+25,124
+14% +$1.19M 10.21% 1
2019
Q4 		$8.67M Buy
+179,100
New +$8.3M 9.04% 1

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

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

Powell Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q2 2026, selling an estimated $1.41M and leaving 279,385 shares worth $38.4M. The position accounts for 12.13% of the portfolio, ranked #1.

Powell Investment Advisors first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Powell Investment Advisors held 279,385 shares of iShares S&P 500 Growth ETF worth $38.4M as of Q2 2026.
  • Powell Investment Advisors sold 10,705 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.41M.
  • iShares S&P 500 Growth ETF made up 12.13% of Powell Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Powell Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.