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

PUREfi 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	$765K	Sell	5,561 -85	-2%	-$11.2K	0.42%	57
2026 Q1	$639K	Buy	5,646 +122	+2%	+$14.7K	0.42%	60
2025 Q4	$681K	Buy	5,524 +49	+0.9%	+$6K	0.52%	52
2025 Q3	$661K	Sell	5,475 -528	-9%	-$60.7K	0.51%	54
2025 Q2	$661K	Buy	6,003 +1,213	+25%	+$120K	0.53%	52
2025 Q1	$445K	Buy	4,790 +404	+9%	+$40.7K	0.44%	63
2024 Q4	$445K	Buy	+4,386	New	+$438K	0.44%	59

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

PUREfi Wealth's IVW Position: Q2 2026 in Review

PUREfi Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, selling an estimated $11.2K and leaving 5,561 shares worth $765K. The position accounts for 0.42% of the portfolio, ranked #57.

PUREfi Wealth first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

PUREfi Wealth held 5,561 shares of iShares S&P 500 Growth ETF worth $765K as of Q2 2026.
PUREfi Wealth sold 85 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares S&P 500 Growth ETF made up 0.42% of PUREfi Wealth's portfolio in Q2 2026, its #57 holding.
PUREfi Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.