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Savvy Advisors Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Savvy Advisors Inc’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 		$6.65M Buy
48,385
+6,915
+17% +$913K 0.14% 121
2026
Q1 		$4.69M Buy
41,470
+7,645
+23% +$919K 0.13% 129
2025
Q4 		$4.17M Buy
33,825
+5,212
+18% +$638K 0.13% 117
2025
Q3 		$3.45M Sell
28,613
-2,231
-7% -$257K 0.16% 96
2025
Q2 		$3.4M Buy
30,844
+12,399
+67% +$1.23M 0.23% 69
2025
Q1 		$1.71M Buy
18,445
+13,454
+270% +$1.36M 0.17% 94
2024
Q4 		$507K Buy
4,991
+685
+16% +$68.3K 0.06% 244
2024
Q3 		$412K Buy
4,306
+112
+3% +$10.3K 0.08% 206
2024
Q2 		$388K Buy
4,194
+905
+28% +$78K 0.13% 175
2024
Q1 		$278K Buy
+3,289
New +$264K 0.16% 172

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savvy Advisors Inc's IVW Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $913K and bringing the position to 48,385 shares worth $6.65M. The position accounts for 0.14% of the portfolio, ranked #121.

Savvy Advisors Inc first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Savvy Advisors Inc held 48,385 shares of iShares S&P 500 Growth ETF worth $6.65M as of Q2 2026.
  • Savvy Advisors Inc bought 6,915 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $913K.
  • iShares S&P 500 Growth ETF made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #121 holding.
  • Savvy Advisors Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.