Presilium Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Presilium Private Wealth’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	$618K	Buy	4,496 +1,708	+61%	+$226K	0.09%	55
2026 Q1	$315K	Hold	2,788	–	–	0.06%	63
2025 Q4	$344K	Buy	2,788 +564	+25%	+$69K	0.06%	61
2025 Q3	$268K	Hold	2,224	–	–	0.05%	67
2025 Q2	$245K	Sell	2,224 -120	-5%	-$11.9K	0.05%	65
2025 Q1	$218K	Hold	2,344	–	–	0.05%	68
2024 Q4	$238K	Hold	2,344	–	–	0.05%	73
2024 Q3	$224K	Hold	2,344	–	–	0.05%	72
2024 Q2	$217K	Buy	+2,344	New	+$202K	0.05%	70

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

Presilium Private Wealth's IVW Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 61% in Q2 2026, buying an estimated $226K and bringing the position to 4,496 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #55.

Presilium Private Wealth first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Presilium Private Wealth held 4,496 shares of iShares S&P 500 Growth ETF worth $618K as of Q2 2026.
Presilium Private Wealth bought 1,708 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $226K.
iShares S&P 500 Growth ETF made up 0.09% of Presilium Private Wealth's portfolio in Q2 2026, its #55 holding.
Presilium Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.