Power Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Power Wealth Management’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	$3.18M	Sell	23,138 -2,003	-8%	-$264K	1.09%	18
2026 Q1	$2.84M	Buy	25,141 +1,703	+7%	+$205K	1.06%	18
2025 Q4	$2.89M	Sell	23,438 -812	-3%	-$99.4K	1.02%	19
2025 Q3	$2.93M	Hold	24,250	–	–	1.07%	19
2025 Q2	$2.67M	Sell	24,250 -1,038	-4%	-$103K	1.03%	20
2025 Q1	$2.35M	Sell	25,288 -3,576	-12%	-$361K	0.95%	21
2024 Q4	$2.93M	Sell	28,864 -591	-2%	-$59K	1.22%	19
2024 Q3	$2.82M	Sell	29,455 -741	-2%	-$68.4K	1.2%	20
2024 Q2	$2.79M	Sell	30,196 -23,138	-43%	-$1.99M	1.34%	21
2024 Q1	$4.5M	Buy	53,334 +447	+0.8%	+$35.9K	2.83%	10
2023 Q4	$3.97M	Buy	+52,887	New	+$3.76M	2.76%	11

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

Power Wealth Management's IVW Position: Q2 2026 in Review

Power Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 8% in Q2 2026, selling an estimated $264K and leaving 23,138 shares worth $3.18M. The position accounts for 1.09% of the portfolio, ranked #18.

Power Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.5M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Power Wealth Management held 23,138 shares of iShares S&P 500 Growth ETF worth $3.18M as of Q2 2026.
Power Wealth Management sold 2,003 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264K.
iShares S&P 500 Growth ETF made up 1.09% of Power Wealth Management's portfolio in Q2 2026, its #18 holding.
Power Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Power Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.5M in Q1 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.