Sherman Porfolios’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sherman Porfolios’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	$3.05M	Sell	26,946 -1,773	-6%	-$234K	0.24%	66
2026 Q1	$3.25M	Sell	28,719 -126,487	-81%	-$15.2M	0.25%	65
2025 Q4	$19.1M	Buy	155,206 +51,098	+49%	+$6.25M	1.3%	16
2025 Q3	$12.6M	Sell	104,108 -6,350	-6%	-$730K	4.49%	10
2025 Q2	$12.2M	Buy	+110,458	New	+$10.9M	4.79%	11
2024 Q4	$10.1M	Buy	+99,263	New	+$9.9M	4.37%	8

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

Sherman Porfolios's IVW Position: Q2 2026 in Review

Sherman Porfolios reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, selling an estimated $234K and leaving 26,946 shares worth $3.05M. The position accounts for 0.24% of the portfolio, ranked #66.

Sherman Porfolios first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.1M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sherman Porfolios held 26,946 shares of iShares S&P 500 Growth ETF worth $3.05M as of Q2 2026.
Sherman Porfolios sold 1,773 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $234K.
iShares S&P 500 Growth ETF made up 0.24% of Sherman Porfolios's portfolio in Q2 2026, its #66 holding.
Sherman Porfolios first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sherman Porfolios's iShares S&P 500 Growth ETF position peaked at $19.1M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.