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

Sharp Financial Services’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	$7.08M	Buy	51,506 +49,420	+2,369%	+$6.53M	3.28%	12
2026 Q1	$236K	Sell	2,086 -56,091	-96%	-$6.75M	0.12%	105
2025 Q4	$7.17M	Buy	58,177 +2,830	+5%	+$346K	3.61%	10
2025 Q3	$6.68M	Sell	55,347 -172,876	-76%	-$19.9M	3.63%	12
2025 Q2	$25.1M	Buy	228,223 +23,728	+12%	+$2.35M	16.21%	2
2025 Q1	$19M	Buy	204,495 +149,686	+273%	+$15.1M	14.53%	3
2024 Q4	$5.56M	Sell	54,809 -256	-0.5%	-$25.5K	4.22%	4
2024 Q3	$5.27M	Buy	55,065 +3,227	+6%	+$298K	4.07%	4
2024 Q2	$4.8M	Buy	51,838 +1,708	+3%	+$147K	4.12%	5
2024 Q1	$4.23M	Buy	50,130 +4,300	+9%	+$345K	3.94%	5
2023 Q4	$3.44M	Buy	+45,830	New	+$3.26M	3.73%	4

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

Sharp Financial Services's IVW Position: Q2 2026 in Review

Sharp Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 2,369% in Q2 2026, buying an estimated $6.53M and bringing the position to 51,506 shares worth $7.08M. The position accounts for 3.28% of the portfolio, ranked #12.

Sharp Financial Services first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.1M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sharp Financial Services held 51,506 shares of iShares S&P 500 Growth ETF worth $7.08M as of Q2 2026.
Sharp Financial Services bought 49,420 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.53M.
iShares S&P 500 Growth ETF made up 3.28% of Sharp Financial Services's portfolio in Q2 2026, its #12 holding.
Sharp Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's iShares S&P 500 Growth ETF position peaked at $25.1M in Q2 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.