Seros Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Seros Financial’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	$288K	Sell	2,092 -250	-11%	-$33K	0.15%	48
2026 Q1	$265K	Sell	2,342 -2,613	-53%	-$314K	0.17%	47
2025 Q4	$611K	Buy	4,955 +1	+0%	+$122	0.36%	33
2025 Q3	$598K	Buy	4,954 +1	+0%	+$115	0.36%	30
2025 Q2	$545K	Buy	4,953 +2	+0%	+$198	0.35%	33
2025 Q1	$460K	Sell	4,951 -356	-7%	-$35.9K	0.34%	34
2024 Q4	$491K	Buy	+5,307	New	+$529K	0.44%	30

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

Seros Financial's IVW Position: Q2 2026 in Review

Seros Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, selling an estimated $33K and leaving 2,092 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #48.

Seros Financial first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $611K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Seros Financial held 2,092 shares of iShares S&P 500 Growth ETF worth $288K as of Q2 2026.
Seros Financial sold 250 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $33K.
iShares S&P 500 Growth ETF made up 0.15% of Seros Financial's portfolio in Q2 2026, its #48 holding.
Seros Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Seros Financial's iShares S&P 500 Growth ETF position peaked at $611K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.