Select Asset Management & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Select Asset Management & Trust’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	$435K	Hold	3,162	–	–	0.13%	47
2026 Q1	$358K	Sell	3,162 -504	-14%	-$60.6K	0.11%	52
2025 Q4	$452K	Hold	3,666	–	–	0.14%	49
2025 Q3	$443K	Hold	3,666	–	–	0.14%	51
2025 Q2	$404K	Sell	3,666 -35	-0.9%	-$3.46K	0.14%	52
2025 Q1	$343K	Buy	+3,701	New	+$373K	0.14%	55

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

Select Asset Management & Trust's IVW Position: Q2 2026 in Review

Select Asset Management & Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,162 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #47.

Select Asset Management & Trust first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Select Asset Management & Trust held 3,162 shares of iShares S&P 500 Growth ETF worth $435K as of Q2 2026.
Select Asset Management & Trust left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of Select Asset Management & Trust's portfolio in Q2 2026, its #47 holding.
Select Asset Management & Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Select Asset Management & Trust's iShares S&P 500 Growth ETF position peaked at $452K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.