Schrum Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Schrum Private Wealth Management’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	$237K	Sell	2,564 -675	-21%	-$89.1K	0.24%	97
2026 Q1	$366K	Buy	3,239 +1	+0%	+$120	0.28%	90
2025 Q4	$399K	Hold	3,238	–	–	0.3%	78
2025 Q3	$391K	Buy	3,238 +1	+0%	+$115	0.29%	85
2025 Q2	$356K	Buy	3,237 +305	+10%	+$30.2K	0.29%	84
2025 Q1	$272K	Sell	2,932 -120	-4%	-$12.1K	0.24%	101
2024 Q4	$310K	Sell	3,052 -2,810	-48%	-$280K	0.26%	93
2024 Q3	$561K	Buy	5,862 +3,298	+129%	+$304K	0.29%	82
2024 Q2	$237K	Hold	2,564	–	–	0.21%	109
2024 Q1	$217K	Buy	+2,564	New	+$206K	0.2%	125
2022 Q1	–	Sell	-2,400	Closed	-$201K	–	124
2021 Q4	$201K	Buy	+2,400	New	+$193K	0.18%	128

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

Schrum Private Wealth Management's IVW Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $89.1K and leaving 2,564 shares worth $237K. The position accounts for 0.24% of the portfolio, ranked #97.

Schrum Private Wealth Management first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $561K in Q3 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Schrum Private Wealth Management held 2,564 shares of iShares S&P 500 Growth ETF worth $237K as of Q2 2026.
Schrum Private Wealth Management sold 675 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $89.1K.
iShares S&P 500 Growth ETF made up 0.24% of Schrum Private Wealth Management's portfolio in Q2 2026, its #97 holding.
Schrum Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Schrum Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $561K in Q3 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.