Shared Vision Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Shared Vision Wealth Group’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	$7.79M	Sell	56,659 -2,223	-4%	-$294K	2.68%	7
2026 Q1	$6.66M	Buy	58,882 +2,472	+4%	+$297K	2.72%	8
2025 Q4	$7.01M	Sell	56,410 -196	-0.3%	-$24K	2.84%	7
2025 Q3	$6.82M	Sell	56,606 -1,162	-2%	-$134K	2.89%	6
2025 Q2	$6.58M	Sell	57,768 -2,846	-5%	-$282K	3.29%	7
2025 Q1	$5.63M	Sell	60,614 -1,551	-2%	-$156K	3.07%	7
2024 Q4	$6.31M	Sell	62,165 -1,418	-2%	-$141K	3.32%	5
2024 Q3	$6.09M	Sell	63,583 -4,115	-6%	-$380K	3.25%	6
2024 Q2	$6.26M	Buy	67,698 +27,330	+68%	+$2.36M	3.65%	4
2024 Q1	$3.41M	Buy	40,368 +21,906	+119%	+$1.76M	2.13%	9
2023 Q4	$1.39M	Buy	+18,462	New	+$1.31M	0.93%	21

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

Shared Vision Wealth Group's IVW Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, selling an estimated $294K and leaving 56,659 shares worth $7.79M. The position accounts for 2.68% of the portfolio, ranked #7.

Shared Vision Wealth Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Shared Vision Wealth Group held 56,659 shares of iShares S&P 500 Growth ETF worth $7.79M as of Q2 2026.
Shared Vision Wealth Group sold 2,223 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $294K.
iShares S&P 500 Growth ETF made up 2.68% of Shared Vision Wealth Group's portfolio in Q2 2026, its #7 holding.
Shared Vision Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.