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

SIMA Wealth 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	$4.86M	Sell	35,338 -1,068	-3%	-$141K	3.44%	11
2026 Q1	$4.12M	Sell	36,406 -436	-1%	-$52.4K	3.14%	11
2025 Q4	$4.54M	Sell	36,842 -838	-2%	-$103K	3.45%	11
2025 Q3	$4.55M	Sell	37,680 -689	-2%	-$79.2K	3.48%	11
2025 Q2	$4.22M	Sell	38,369 -2,137	-5%	-$212K	3.41%	11
2025 Q1	$3.76M	Sell	40,506 -66	-0.2%	-$6.65K	3.12%	11
2024 Q4	$4.12M	Sell	40,572 -130	-0.3%	-$13K	3.5%	9
2024 Q3	$3.9M	Sell	40,702 -517	-1%	-$47.7K	3.38%	10
2024 Q2	$3.81M	Buy	+41,219	New	+$3.55M	3.64%	9

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

SIMA Wealth Partners's IVW Position: Q2 2026 in Review

SIMA Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2026, selling an estimated $141K and leaving 35,338 shares worth $4.86M. The position accounts for 3.44% of the portfolio, ranked #11.

SIMA Wealth Partners first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SIMA Wealth Partners held 35,338 shares of iShares S&P 500 Growth ETF worth $4.86M as of Q2 2026.
SIMA Wealth Partners sold 1,068 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $141K.
iShares S&P 500 Growth ETF made up 3.44% of SIMA Wealth Partners's portfolio in Q2 2026, its #11 holding.
SIMA Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.