Schneider Downs Wealth Management Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Schneider Downs Wealth Management Advisors’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	$3.48M	Sell	25,287 -329	-1%	-$43.4K	0.33%	34
2026 Q1	$2.9M	Hold	25,616	–	–	0.32%	34
2025 Q4	$3.16M	Sell	25,616 -364	-1%	-$44.5K	0.36%	32
2025 Q3	$3.14M	Sell	25,980 -96	-0.4%	-$11K	0.37%	33
2025 Q2	$2.87M	Buy	26,076 +6,606	+34%	+$654K	0.43%	33
2025 Q1	$1.81M	Buy	19,470 +880	+5%	+$88.7K	0.33%	39
2024 Q4	$1.89M	Hold	18,590	–	–	0.36%	36
2024 Q3	$1.78M	Hold	18,590	–	–	0.36%	38
2024 Q2	$1.72M	Hold	18,590	–	–	0.38%	39
2024 Q1	$1.57M	Hold	18,590	–	–	0.36%	38
2023 Q4	$1.4M	Hold	18,590	–	–	0.36%	41
2023 Q3	$1.27M	Hold	18,590	–	–	0.29%	40
2023 Q2	$1.31M	Hold	18,590	–	–	0.3%	40
2023 Q1	$1.19M	Hold	18,590	–	–	0.24%	41
2022 Q4	$1.09M	Buy	18,590 +281	+2%	+$16.9K	0.24%	44
2022 Q3	$1.06M	Buy	18,309 +9,108	+99%	+$592K	0.31%	33
2022 Q2	$555K	Buy	9,201 +77	+0.8%	+$5.1K	0.16%	66
2022 Q1	$697K	Buy	9,124 +64	+0.7%	+$4.81K	0.18%	62
2021 Q4	$758K	Hold	9,060	–	–	0.18%	64
2021 Q3	$670K	Buy	9,060 +116	+1%	+$8.84K	0.17%	66
2021 Q2	$650K	Hold	8,944	–	–	0.17%	61
2021 Q1	$582K	Hold	8,944	–	–	0.14%	63
2020 Q4	$571K	Hold	8,944	–	–	0.16%	45
2020 Q3	$517K	Hold	8,944	–	–	0.17%	45
2020 Q2	$464K	Hold	8,944	–	–	0.16%	45
2020 Q1	$369K	Buy	8,944 +4,240	+90%	+$201K	0.14%	54
2019 Q4	$228K	Hold	4,704	–	–	0.07%	62
2019 Q3	$212K	Hold	4,704	–	–	0.07%	61
2019 Q2	$211K	Sell	4,704 -3,600	-43%	-$158K	0.07%	64
2019 Q1	$358K	Buy	8,304 +2,552	+44%	+$105K	0.14%	40
2018 Q4	$217K	Buy	+5,752	New	+$233K	0.09%	57

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

Schneider Downs Wealth Management Advisors's IVW Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $43.4K and leaving 25,287 shares worth $3.48M. The position accounts for 0.33% of the portfolio, ranked #34.

Schneider Downs Wealth Management Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Schneider Downs Wealth Management Advisors held 25,287 shares of iShares S&P 500 Growth ETF worth $3.48M as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 329 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares S&P 500 Growth ETF made up 0.33% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #34 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.