Private Wealth Advisors (California)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Private Wealth Advisors (California)’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	$8.31M	Sell	60,389 -462	-0.8%	-$61K	2.12%	17
2026 Q1	$6.88M	Sell	60,851 -1,738	-3%	-$209K	1.94%	15
2025 Q4	$7.71M	Sell	62,589 -396	-0.6%	-$48.5K	2.46%	11
2025 Q3	$7.6M	Sell	62,985 -8,310	-12%	-$956K	2.56%	9
2025 Q2	$7.85M	Buy	71,295 +6	+0%	+$594	2.88%	9
2025 Q1	$6.62M	Sell	71,289 -625	-0.9%	-$63K	2.39%	13
2024 Q4	$7.3M	Sell	71,914 -11	-0%	-$1.1K	2.86%	9
2024 Q3	$6.79M	Sell	71,925 -1,393	-2%	-$129K	2.6%	11
2024 Q2	$6.84M	Sell	73,318 -268	-0.4%	-$23.1K	2.63%	11
2024 Q1	$6.21M	Sell	73,586 -3,469	-5%	-$279K	2.53%	14
2023 Q4	$5.79M	Sell	77,055 -436	-0.6%	-$31K	2.26%	16
2023 Q3	$5.3M	Buy	77,491 +238	+0.3%	+$16.8K	2.24%	16
2023 Q2	$5.44M	Sell	77,253 -315	-0.4%	-$20.8K	2.22%	15
2023 Q1	$4.96M	Sell	77,568 -984	-1%	-$60.1K	2.08%	16
2022 Q4	$4.6M	Sell	78,552 -636	-0.8%	-$38.2K	1.55%	27
2022 Q3	$4.58M	Buy	79,188 +172	+0.2%	+$11.2K	2.13%	18
2022 Q2	$5.5M	Sell	79,016 -2,422	-3%	-$160K	2.03%	21
2022 Q1	$6.22M	Sell	81,438 -678	-0.8%	-$50.9K	1.98%	18
2021 Q4	$6.87M	Sell	82,116 -45	-0.1%	-$3.63K	1.47%	21
2021 Q3	$6.69M	Sell	82,161 -1,352	-2%	-$103K	1.6%	19
2021 Q2	$6.07M	Hold	83,513	–	–	1.86%	15
2021 Q1	$5.44M	Sell	83,513 -6,456	-7%	-$417K	1.84%	15
2020 Q4	$5.76M	Sell	89,969 -1,555	-2%	-$94.3K	1.99%	14
2020 Q3	$5.29M	Buy	91,524 +1,312	+1%	+$74.3K	2.74%	14
2020 Q2	$4.68M	Sell	90,212 -58,032	-39%	-$2.78M	3.26%	14
2020 Q1	$6.12M	Sell	148,244 -38,264	-21%	-$1.81M	5.01%	9
2019 Q4	$9.03M	Sell	186,508 -16,956	-8%	-$786K	5.19%	4
2019 Q3	$9.16M	Sell	203,464 -3,544	-2%	-$160K	5.97%	6
2019 Q2	$8.92M	Hold	207,008	–	–	6.07%	5
2019 Q1	$8.92M	Buy	207,008 +2,660	+1%	+$109K	6.07%	5
2018 Q4	$7.7M	Buy	+204,348	New	+$8.27M	6.22%	5

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

Private Wealth Advisors (California)'s IVW Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.76% in Q2 2026, selling an estimated $61K and leaving 60,389 shares worth $8.31M. The position accounts for 2.12% of the portfolio, ranked #17.

Private Wealth Advisors (California) first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.16M in Q3 2019. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Private Wealth Advisors (California) held 60,389 shares of iShares S&P 500 Growth ETF worth $8.31M as of Q2 2026.
Private Wealth Advisors (California) sold 462 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $61K.
iShares S&P 500 Growth ETF made up 2.12% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #17 holding.
Private Wealth Advisors (California) first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Private Wealth Advisors (California)'s iShares S&P 500 Growth ETF position peaked at $9.16M in Q3 2019.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.