Signal Advisors Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Signal Advisors Wealth’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	$3M	Sell	21,835 -573	-3%	-$75.7K	0.15%	123
2026 Q1	$2.53M	Buy	22,408 +670	+3%	+$80.6K	0.17%	112
2025 Q4	$2.68M	Sell	21,738 -372	-2%	-$45.5K	0.21%	95
2025 Q3	$2.67M	Sell	22,110 -705	-3%	-$81.1K	0.24%	91
2025 Q2	$2.51M	Sell	22,815 -528	-2%	-$52.3K	0.2%	113
2025 Q1	$2.17M	Sell	23,343 -6,803	-23%	-$686K	0.21%	112
2024 Q4	$3.06M	Sell	30,146 -17,038	-36%	-$1.7M	0.35%	77
2024 Q3	$4.52M	Buy	+47,184	New	+$4.36M	0.65%	38
2024 Q2	–	Sell	-34,483	Closed	-$2.91M	–	179
2024 Q1	$2.91M	Buy	34,483 +13,390	+63%	+$1.08M	0.72%	40
2023 Q4	$1.58M	Buy	+21,093	New	+$1.5M	0.55%	52

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

Signal Advisors Wealth's IVW Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, selling an estimated $75.7K and leaving 21,835 shares worth $3M. The position accounts for 0.15% of the portfolio, ranked #123.

Signal Advisors Wealth first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.52M in Q3 2024. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Signal Advisors Wealth held 21,835 shares of iShares S&P 500 Growth ETF worth $3M as of Q2 2026.
Signal Advisors Wealth sold 573 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $75.7K.
iShares S&P 500 Growth ETF made up 0.15% of Signal Advisors Wealth's portfolio in Q2 2026, its #123 holding.
Signal Advisors Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares S&P 500 Growth ETF position peaked at $4.52M in Q3 2024.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.