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

QTR Family 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	$979K	Sell	7,116 -27	-0.4%	-$3.56K	0.34%	62
2026 Q1	$891K	Sell	7,143 -97	-1%	-$11.7K	0.37%	56
2025 Q4	$882K	Sell	7,240 -979	-12%	-$120K	0.39%	55
2025 Q3	$992K	Sell	8,219 -57	-0.7%	-$6.56K	0.47%	44
2025 Q2	$911K	Sell	8,276 -240	-3%	-$23.8K	0.56%	41
2025 Q1	$790K	Buy	+8,516	New	+$859K	0.6%	41

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

QTR Family Wealth's IVW Position: Q2 2026 in Review

QTR Family Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.38% in Q2 2026, selling an estimated $3.56K and leaving 7,116 shares worth $979K. The position accounts for 0.34% of the portfolio, ranked #62.

QTR Family Wealth first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $992K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

QTR Family Wealth held 7,116 shares of iShares S&P 500 Growth ETF worth $979K as of Q2 2026.
QTR Family Wealth sold 27 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.56K.
iShares S&P 500 Growth ETF made up 0.34% of QTR Family Wealth's portfolio in Q2 2026, its #62 holding.
QTR Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's iShares S&P 500 Growth ETF position peaked at $992K in Q3 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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