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

Scissortail 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	$24.1M	Sell	175,126 -1,082	-0.6%	-$143K	4.64%	3
2026 Q1	$19.9M	Sell	176,208 -16,406	-9%	-$1.97M	4.01%	4
2025 Q4	$23.7M	Buy	192,614 +1,430	+0.7%	+$175K	5.41%	2
2025 Q3	$23.1M	Sell	191,184 -5,853	-3%	-$673K	5.03%	2
2025 Q2	$21.7M	Buy	197,037 +1,230	+0.6%	+$122K	5.21%	2
2025 Q1	$18.2M	Sell	195,807 -3,749	-2%	-$378K	4.67%	2
2024 Q4	$20.3M	Buy	199,556 +198,742	+24,415%	+$19.8M	5.19%	2
2024 Q3	$18.8M	Sell	814 -142,475	-99%	-$13.2M	4.55%	2
2024 Q2	$13.3M	Buy	143,289 +98,975	+223%	+$8.53M	3.38%	4
2024 Q1	$3.74M	Buy	+44,314	New	+$3.56M	0.99%	37

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

Scissortail Wealth Management's IVW Position: Q2 2026 in Review

Scissortail Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q2 2026, selling an estimated $143K and leaving 175,126 shares worth $24.1M. The position accounts for 4.64% of the portfolio, ranked #3.

Scissortail Wealth Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Scissortail Wealth Management held 175,126 shares of iShares S&P 500 Growth ETF worth $24.1M as of Q2 2026.
Scissortail Wealth Management sold 1,082 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $143K.
iShares S&P 500 Growth ETF made up 4.64% of Scissortail Wealth Management's portfolio in Q2 2026, its #3 holding.
Scissortail Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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