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Semus Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Semus Wealth Partners’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 		$1.75M Buy
12,743
+656
+5% +$86.6K 0.85% 26
2026
Q1 		$1.37M Buy
12,087
+498
+4% +$59.9K 0.76% 33
2025
Q4 		$1.43M Buy
11,589
+483
+4% +$59.1K 0.77% 29
2025
Q3 		$1.34M Buy
11,106
+733
+7% +$84.3K 0.76% 30
2025
Q2 		$1.14M Sell
10,373
-910
-8% -$90.1K 0.74% 34
2025
Q1 		$1.05M Buy
11,283
+518
+5% +$52.2K 0.73% 34
2024
Q4 		$1.09M Buy
10,765
+836
+8% +$83.4K 0.72% 30
2024
Q3 		$951K Buy
9,929
+2,033
+26% +$188K 0.67% 31
2024
Q2 		$731K Buy
7,896
+2,835
+56% +$244K 0.56% 36
2024
Q1 		$427K Buy
+5,061
New +$407K 0.36% 62

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

Semus Wealth Partners's IVW Position: Q2 2026 in Review

Semus Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 5.4% in Q2 2026, buying an estimated $86.6K and bringing the position to 12,743 shares worth $1.75M. The position accounts for 0.85% of the portfolio, ranked #26.

Semus Wealth Partners first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Semus Wealth Partners held 12,743 shares of iShares S&P 500 Growth ETF worth $1.75M as of Q2 2026.
  • Semus Wealth Partners bought 656 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $86.6K.
  • iShares S&P 500 Growth ETF made up 0.85% of Semus Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Semus Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.