Pure Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pure Financial Advisors’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	$1.41M	Buy	10,237 +61	+0.6%	+$8.05K	0.02%	211
2026 Q1	$1.15M	Buy	10,176 +1,167	+13%	+$140K	0.02%	209
2025 Q4	$1.11M	Buy	9,009 +684	+8%	+$83.7K	0.02%	206
2025 Q3	$1.01M	Buy	8,325 +1,297	+18%	+$149K	0.02%	213
2025 Q2	$774K	Buy	7,028 +483	+7%	+$47.8K	0.01%	231
2025 Q1	$608K	Buy	6,545 +148	+2%	+$14.9K	0.01%	219
2024 Q4	$650K	Buy	6,397 +736	+13%	+$73.4K	0.01%	192
2024 Q3	$542K	Sell	5,661 -1,036	-15%	-$95.6K	0.01%	206
2024 Q2	$620K	Buy	6,697 +1,165	+21%	+$100K	0.02%	183
2024 Q1	$467K	Buy	5,532 +76	+1%	+$6.11K	0.01%	203
2023 Q4	$410K	Hold	5,456	–	–	0.01%	209
2023 Q3	$373K	Hold	5,456	–	–	0.02%	193
2023 Q2	$385K	Hold	5,456	–	–	0.02%	185
2023 Q1	$349K	Hold	5,456	–	–	0.02%	186
2022 Q4	$319K	Buy	5,456 +896	+20%	+$53.8K	0.02%	192
2022 Q3	$264K	Hold	4,560	–	–	0.02%	189
2022 Q2	$275K	Buy	4,560 +50	+1%	+$3.31K	0.02%	202
2022 Q1	$344K	Buy	+4,510	New	+$339K	0.02%	171

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

Pure Financial Advisors's IVW Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.6% in Q2 2026, buying an estimated $8.05K and bringing the position to 10,237 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #211.

Pure Financial Advisors first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pure Financial Advisors held 10,237 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
Pure Financial Advisors bought 61 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.05K.
iShares S&P 500 Growth ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #211 holding.
Pure Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.