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

Simplicity 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	$12.2M	Buy	88,877 +17,656	+25%	+$2.33M	0.41%	60
2026 Q1	$8.06M	Buy	71,221 +5,145	+8%	+$619K	0.46%	48
2025 Q4	$8.14M	Buy	66,076 +6,959	+12%	+$852K	0.49%	44
2025 Q3	$7.14M	Sell	59,117 -54,656	-48%	-$6.29M	0.41%	48
2025 Q2	$12.5M	Buy	113,773 +48,827	+75%	+$4.83M	0.52%	39
2025 Q1	$6.03M	Buy	+64,946	New	+$6.55M	0.47%	40
2024 Q4	–	Sell	-67,699	Closed	-$6.48M	–	441
2024 Q3	$6.48M	Sell	67,699 -82,588	-55%	-$7.62M	0.6%	35
2024 Q2	$13.9M	Buy	150,287 +7,588	+5%	+$654K	0.31%	60
2024 Q1	$12M	Buy	142,699 +128,502	+905%	+$10.3M	0.29%	70
2023 Q4	$1.07M	Buy	14,197 +3,114	+28%	+$222K	0.41%	43
2023 Q3	$758K	Buy	+11,083	New	+$784K	0.44%	34

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

Simplicity Wealth's IVW Position: Q2 2026 in Review

Simplicity Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q2 2026, buying an estimated $2.33M and bringing the position to 88,877 shares worth $12.2M. The position accounts for 0.41% of the portfolio, ranked #60.

Simplicity Wealth first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q2 2024. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Simplicity Wealth held 88,877 shares of iShares S&P 500 Growth ETF worth $12.2M as of Q2 2026.
Simplicity Wealth bought 17,656 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.33M.
iShares S&P 500 Growth ETF made up 0.41% of Simplicity Wealth's portfolio in Q2 2026, its #60 holding.
Simplicity Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Simplicity Wealth's iShares S&P 500 Growth ETF position peaked at $13.9M in Q2 2024.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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