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

Quotient Wealth Partners’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	$6.56M	Sell	47,679 -1,825	-4%	-$241K	0.15%	45
2026 Q1	$5.6M	Sell	49,504 -372	-0.7%	-$44.7K	0.15%	47
2025 Q4	$6.15M	Sell	49,876 -582	-1%	-$71.2K	0.16%	44
2025 Q3	$6.09M	Sell	50,458 -523	-1%	-$60.2K	0.17%	41
2025 Q2	$5.61M	Sell	50,981 -466	-0.9%	-$46.1K	0.17%	41
2025 Q1	$4.78M	Sell	51,447 -312	-0.6%	-$31.5K	0.15%	42
2024 Q4	$5.26M	Sell	51,759 -6,160	-11%	-$615K	0.17%	38
2024 Q3	$5.55M	Buy	57,919 +3,058	+6%	+$282K	0.18%	37
2024 Q2	$5.08M	Sell	54,861 -6,949	-11%	-$599K	0.18%	39
2024 Q1	$5.22M	Sell	61,810 -10,489	-15%	-$843K	0.19%	40
2023 Q4	$5.43M	Buy	+72,299	New	+$5.15M	0.21%	46

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

Quotient Wealth Partners's IVW Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.7% in Q2 2026, selling an estimated $241K and leaving 47,679 shares worth $6.56M. The position accounts for 0.15% of the portfolio, ranked #45.

Quotient Wealth Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Quotient Wealth Partners held 47,679 shares of iShares S&P 500 Growth ETF worth $6.56M as of Q2 2026.
Quotient Wealth Partners sold 1,825 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $241K.
iShares S&P 500 Growth ETF made up 0.15% of Quotient Wealth Partners's portfolio in Q2 2026, its #45 holding.
Quotient Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.