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SHP Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

SHP Wealth Management’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 		$300K Buy
2,180
+210
+11% +$27.7K 0.02% 230
2026
Q1 		$223K Sell
1,970
-27
-1% -$3.25K 0.02% 248
2025
Q4 		$246K Buy
+1,997
New +$244K 0.02% 225

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SHP Wealth Management's IVW Position: Q2 2026 in Review

SHP Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,180 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #230.

SHP Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,137 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SHP Wealth Management held 2,180 shares of iShares S&P 500 Growth ETF worth $300K as of Q2 2026.
  • SHP Wealth Management bought 210 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $27.7K.
  • iShares S&P 500 Growth ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #230 holding.
  • SHP Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,137 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.