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

Principle 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	$732K	Hold	5,319	–	–	0.04%	211
2026 Q1	$602K	Hold	5,319	–	–	0.03%	220
2025 Q4	$656K	Hold	5,319	–	–	0.04%	209
2025 Q3	$642K	Hold	5,319	–	–	0.04%	205
2025 Q2	$586K	Hold	5,319	–	–	0.04%	219
2025 Q1	$494K	Hold	5,319	–	–	0.04%	227
2024 Q4	$540K	Hold	5,319	–	–	0.04%	214
2024 Q3	$509K	Hold	5,319	–	–	0.04%	221
2024 Q2	$492K	Hold	5,319	–	–	0.04%	221
2024 Q1	$449K	Hold	5,319	–	–	0.04%	233
2023 Q4	$399K	Hold	5,319	–	–	0.03%	235
2023 Q3	$364K	Hold	5,319	–	–	0.04%	236
2023 Q2	$375K	Hold	5,319	–	–	0.04%	233
2023 Q1	$340K	Hold	5,319	–	–	0.04%	239
2022 Q4	$311K	Sell	5,319 -225	-4%	-$13.5K	0.04%	243
2022 Q3	$321K	Buy	5,544 +225	+4%	+$14.6K	0.03%	226
2022 Q2	$321K	Hold	5,319	–	–	0.04%	234
2022 Q1	$406K	Hold	5,319	–	–	0.04%	224
2021 Q4	$445K	Hold	5,319	–	–	0.05%	216
2021 Q3	$393K	Hold	5,319	–	–	0.05%	222
2021 Q2	$387K	Hold	5,319	–	–	0.04%	223
2021 Q1	$346K	Sell	5,319 -513	-9%	-$33.2K	0.04%	224
2020 Q4	$372K	Hold	5,832	–	–	0.05%	206
2020 Q3	$337K	Buy	5,832 +1,964	+51%	+$111K	0.09%	111
2020 Q2	$201K	Buy	+3,868	New	+$185K	0.06%	146

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

Principle Wealth Partners's IVW Position: Q2 2026 in Review

Principle Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,319 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #211.

Principle Wealth Partners first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Principle Wealth Partners held 5,319 shares of iShares S&P 500 Growth ETF worth $732K as of Q2 2026.
Principle Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #211 holding.
Principle Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.