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

Silverlake 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	$815K	Buy	5,925 +164	+3%	+$21.7K	0.15%	168
2026 Q1	$652K	Buy	5,761 +2,138	+59%	+$257K	0.14%	170
2025 Q4	$447K	Buy	3,623 +1,589	+78%	+$194K	0.1%	211
2025 Q3	$246K	Sell	2,034 -8,373	-80%	-$963K	0.06%	293
2025 Q2	$1.15M	Buy	10,407 +7,677	+281%	+$760K	0.33%	91
2025 Q1	$253K	Buy	2,730 +117	+4%	+$11.8K	0.1%	215
2024 Q4	$265K	Sell	2,613 -249	-9%	-$24.8K	0.1%	214
2024 Q3	$274K	Sell	2,862 -49	-2%	-$4.52K	0.1%	216
2024 Q2	$269K	Buy	2,911 +487	+20%	+$42K	0.11%	204
2024 Q1	$205K	Buy	+2,424	New	+$195K	0.1%	227
2022 Q1	–	Sell	-3,250	Closed	-$272K	–	238
2021 Q4	$272K	Buy	+3,250	New	+$262K	0.15%	167

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

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

Silverlake Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 5,925 shares worth $815K. The position accounts for 0.15% of the portfolio, ranked #168.

Silverlake Wealth Management first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Silverlake Wealth Management held 5,925 shares of iShares S&P 500 Growth ETF worth $815K as of Q2 2026.
Silverlake Wealth Management bought 164 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $21.7K.
iShares S&P 500 Growth ETF made up 0.15% of Silverlake Wealth Management's portfolio in Q2 2026, its #168 holding.
Silverlake Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Silverlake Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.15M in Q2 2025.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.