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

Praetorian 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 		$43M Sell
312,983
-1,693
-0.5% -$224K 7.43% 4
2026
Q1 		$37.5M Sell
314,676
-3,070
-1% -$369K 7.12% 4
2025
Q4 		$39.2M Sell
317,746
-1,548
-0.5% -$189K 7.78% 3
2025
Q3 		$38.5M Sell
319,294
-5,242
-2% -$603K 7.91% 3
2025
Q2 		$35.7M Sell
324,536
-422,644
-57% -$41.8M 8.22% 3
2025
Q1 		$69.4M Buy
747,180
+2,579
+0.3% +$260K 16.91% 1
2024
Q4 		$75.6M Sell
744,601
-5,435
-0.7% -$542K 18.37% 1
2024
Q3 		$71.8M Buy
750,036
+4,450
+0.6% +$411K 17.88% 1
2024
Q2 		$69M Sell
745,586
-3,619
-0.5% -$312K 17.66% 1
2024
Q1 		$63.3M Buy
749,205
+42,947
+6% +$3.45M 16.92% 1
2023
Q4 		$53M Buy
706,258
+39,183
+6% +$2.79M 15.34% 1
2023
Q3 		$45.6M Buy
667,075
+55,431
+9% +$3.92M 14.51% 1
2023
Q2 		$43.1M Buy
611,644
+5,921
+1% +$391K 13.32% 1
2023
Q1 		$38.7M Buy
605,723
+30,901
+5% +$1.89M 12.58% 1
2022
Q4 		$33.6M Buy
574,822
+28,873
+5% +$1.73M 12.12% 1
2022
Q3 		$31.6M Buy
545,949
+12,470
+2% +$810K 11.84% 1
2022
Q2 		$32.2M Buy
533,479
+9,402
+2% +$622K 11.82% 2
2022
Q1 		$40M Buy
524,077
+16,172
+3% +$1.21M 13.63% 1
2021
Q4 		$42.5M Buy
507,905
+12,375
+2% +$997K 13.8% 1
2021
Q3 		$36.6M Sell
495,530
-5,119
-1% -$390K 12.41% 1
2021
Q2 		$36.4M Buy
500,649
+10,912
+2% +$755K 12.16% 1
2021
Q1 		$31.9M Buy
489,737
+17,980
+4% +$1.16M 11.24% 1
2020
Q4 		$30.1M Buy
471,757
+6,193
+1% +$376K 11.5% 1
2020
Q3 		$26.9M Buy
465,564
+4,104
+0.9% +$232K 11.87% 1
2020
Q2 		$23.9M Buy
+461,460
New +$22.1M 11.71% 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

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

Praetorian Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.54% in Q2 2026, selling an estimated $224K and leaving 312,983 shares worth $43M. The position accounts for 7.43% of the portfolio, ranked #4.

Praetorian Wealth Management first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. The position peaked at $75.6M in Q4 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Praetorian Wealth Management held 312,983 shares of iShares S&P 500 Growth ETF worth $43M as of Q2 2026.
  • Praetorian Wealth Management sold 1,693 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $224K.
  • iShares S&P 500 Growth ETF made up 7.43% of Praetorian Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Praetorian Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Praetorian Wealth Management's iShares S&P 500 Growth ETF position peaked at $75.6M in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.