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

Regimen 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	$2.37M	Sell	17,141 -413	-2%	-$54.5K	0.64%	23
2026 Q1	$1.99M	Sell	17,554 -7,790	-31%	-$937K	0.58%	23
2025 Q4	$3.12M	Sell	25,344 -189	-0.7%	-$23.1K	0.91%	22
2025 Q3	$3.08M	Buy	25,533 +44	+0.2%	+$5.06K	0.91%	22
2025 Q2	$2.81M	Sell	25,489 -2,446	-9%	-$242K	0.87%	23
2025 Q1	$2.59M	Sell	27,935 -506	-2%	-$51K	0.83%	20
2024 Q4	$2.88M	Buy	28,441 +7,804	+38%	+$779K	0.94%	20
2024 Q3	$1.98M	Sell	20,637 -218	-1%	-$20.1K	0.64%	22
2024 Q2	$1.93M	Buy	20,855 +12,373	+146%	+$1.07M	0.66%	22
2024 Q1	$716K	Sell	8,482 -293	-3%	-$23.5K	0.25%	34
2023 Q4	$659K	Buy	8,775 +159	+2%	+$11.3K	0.25%	34
2023 Q3	$590K	Buy	+8,616	New	+$610K	0.24%	35

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

Regimen Wealth's IVW Position: Q2 2026 in Review

Regimen Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $54.5K and leaving 17,141 shares worth $2.37M. The position accounts for 0.64% of the portfolio, ranked #23.

Regimen Wealth first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.12M in Q4 2025. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Regimen Wealth held 17,141 shares of iShares S&P 500 Growth ETF worth $2.37M as of Q2 2026.
Regimen Wealth sold 413 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $54.5K.
iShares S&P 500 Growth ETF made up 0.64% of Regimen Wealth's portfolio in Q2 2026, its #23 holding.
Regimen Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Regimen Wealth's iShares S&P 500 Growth ETF position peaked at $3.12M in Q4 2025.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.