Premier Path Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Premier Path Wealth Partners’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	$257K	Sell	1,869 -10	-0.5%	-$1.32K	0.03%	375
2026 Q1	$213K	Hold	1,879	–	–	0.03%	387
2025 Q4	$232K	Hold	1,879	–	–	0.03%	373
2025 Q3	$227K	Sell	1,879 -71	-4%	-$8.17K	0.03%	373
2025 Q2	$215K	Buy	+1,950	New	+$193K	0.03%	371
2025 Q1	–	Sell	-2,032	Closed	-$206K	–	380
2024 Q4	$206K	Sell	2,032 -182	-8%	-$18.2K	0.03%	361
2024 Q3	$212K	Buy	+2,214	New	+$204K	0.03%	344

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

Premier Path Wealth Partners's IVW Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.53% in Q2 2026, selling an estimated $1.32K and leaving 1,869 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #375.

Premier Path Wealth Partners 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.

Premier Path Wealth Partners held 1,869 shares of iShares S&P 500 Growth ETF worth $257K as of Q2 2026.
Premier Path Wealth Partners sold 10 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.32K.
iShares S&P 500 Growth ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #375 holding.
Premier Path Wealth Partners 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 Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.