Richard W. Paul & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Richard W. Paul & Associates’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	$7.01K	Buy	+51	New	+$6.73K	﹤0.01%	243
2025 Q1	–	Sell	-76	Closed	-$7.72K	–	427
2024 Q4	$7.72K	Hold	76	–	–	﹤0.01%	325
2024 Q3	$7.28K	Hold	76	–	–	﹤0.01%	330
2024 Q2	$7.03K	Hold	76	–	–	﹤0.01%	327
2024 Q1	$6.42K	Hold	76	–	–	﹤0.01%	342
2023 Q4	$5.71K	Hold	76	–	–	﹤0.01%	345
2023 Q3	$5.2K	Hold	76	–	–	﹤0.01%	336
2023 Q2	$5.36K	Hold	76	–	–	﹤0.01%	357
2023 Q1	$4.86K	Hold	76	–	–	﹤0.01%	376
2022 Q4	$4.45K	Buy	+76	New	+$4.56K	﹤0.01%	380

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

Richard W. Paul & Associates's IVW Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 51 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Richard W. Paul & Associates previously reported a position in IVW as recently as Q4 2024.

Richard W. Paul & Associates first reported a position in IVW in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.72K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Richard W. Paul & Associates held 51 shares of iShares S&P 500 Growth ETF worth $7.01K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #243 holding.
Richard W. Paul & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Richard W. Paul & Associates's iShares S&P 500 Growth ETF position peaked at $7.72K in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.