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

Signature Wealth Management Partners’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	$11.8M	Sell	86,070 -32,235	-27%	-$4.26M	5.52%	6
2026 Q1	$13.4M	Buy	118,305 +6,351	+6%	+$764K	6.71%	5
2025 Q4	$13.8M	Buy	111,954 +8,022	+8%	+$982K	6.82%	4
2025 Q3	$12.5M	Buy	103,932 +2,449	+2%	+$282K	6.57%	5
2025 Q2	$11.2M	Sell	101,483 -1,330	-1%	-$132K	6.39%	5
2025 Q1	$9.54M	Buy	102,813 +5,275	+5%	+$532K	6.25%	5
2024 Q4	$9.9M	Buy	97,538 +2,051	+2%	+$205K	6.8%	5
2024 Q3	$9.14M	Sell	95,487 -1,092	-1%	-$101K	6.62%	5
2024 Q2	$8.94M	Buy	96,579 +1,207	+1%	+$104K	6.79%	5
2024 Q1	$8.05M	Sell	95,372 -1,010	-1%	-$81.1K	6.55%	5
2023 Q4	$7.24M	Buy	96,382 +1,607	+2%	+$114K	6.34%	5
2023 Q3	$6.48M	Sell	94,775 -1,025	-1%	-$72.5K	6.34%	5
2023 Q2	$6.75M	Buy	95,800 +9,551	+11%	+$631K	6.26%	5
2023 Q1	$5.51M	Sell	86,249 -568	-0.7%	-$34.7K	5.11%	6
2022 Q4	$5.08M	Buy	86,817 +9,343	+12%	+$561K	5%	5
2022 Q3	$4.48M	Buy	77,474 +10,239	+15%	+$665K	4.94%	5
2022 Q2	$4.06M	Buy	67,235 +3,526	+6%	+$233K	4.16%	5
2022 Q1	$4.87M	Buy	63,709 +6,774	+12%	+$509K	4.15%	5
2021 Q4	$4.76M	Buy	56,935 +1,098	+2%	+$88.5K	4.04%	5
2021 Q3	$4.13M	Buy	55,837 +77	+0.1%	+$5.87K	3.74%	5
2021 Q2	$4.05M	Sell	55,760 -219	-0.4%	-$15.2K	3.68%	5
2021 Q1	$3.65M	Buy	55,979 +213	+0.4%	+$13.8K	3.5%	6
2020 Q4	$3.56M	Buy	+55,766	New	+$3.38M	3.56%	7

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

Signature Wealth Management Partners's IVW Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 27% in Q2 2026, selling an estimated $4.26M and leaving 86,070 shares worth $11.8M. The position accounts for 5.52% of the portfolio, ranked #6.

Signature Wealth Management Partners first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Signature Wealth Management Partners held 86,070 shares of iShares S&P 500 Growth ETF worth $11.8M as of Q2 2026.
Signature Wealth Management Partners sold 32,235 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.26M.
iShares S&P 500 Growth ETF made up 5.52% of Signature Wealth Management Partners's portfolio in Q2 2026, its #6 holding.
Signature Wealth Management Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's iShares S&P 500 Growth ETF position peaked at $13.8M in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.