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

Private Wealth Asset 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	$2.24M	Sell	16,255 -8,984	-36%	-$1.19M	0.22%	76
2026 Q1	$2.85M	Sell	25,239 -2	-0%	-$241	0.31%	61
2025 Q4	$3.11M	Buy	25,241 +2	+0%	+$245	0.34%	54
2025 Q3	$3.05M	Sell	25,239 -1,560	-6%	-$179K	0.36%	51
2025 Q2	$2.95M	Buy	26,799 +360	+1%	+$35.6K	0.39%	51
2025 Q1	$2.45M	Buy	+26,439	New	+$2.67M	0.35%	52

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 Asset Management's IVW Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q2 2026, selling an estimated $1.19M and leaving 16,255 shares worth $2.24M. The position accounts for 0.22% of the portfolio, ranked #76.

Private Wealth Asset Management first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Private Wealth Asset Management held 16,255 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q2 2026.
Private Wealth Asset Management sold 8,984 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.19M.
iShares S&P 500 Growth ETF made up 0.22% of Private Wealth Asset Management's portfolio in Q2 2026, its #76 holding.
Private Wealth Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares S&P 500 Growth ETF position peaked at $3.11M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.