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

SK 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	$1.4M	Sell	9,867 -1,394	-12%	-$184K	0.32%	34
2026 Q1	$1.3M	Sell	11,261 -170	-1%	-$20.4K	0.36%	33
2025 Q4	$1.43M	Sell	11,431 -321	-3%	-$39.3K	0.4%	33
2025 Q3	$1.43M	Sell	11,752 -185	-2%	-$21.3K	0.53%	31
2025 Q2	$1.32M	Sell	11,937 -100	-0.8%	-$9.9K	0.57%	31
2025 Q1	$1.03M	Buy	12,037 +211	+2%	+$21.3K	0.55%	34
2024 Q4	$1.2M	Hold	11,826	–	–	0.61%	26
2024 Q3	$1.22M	Buy	+11,826	New	+$1.09M	0.63%	25

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

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

SK Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $184K and leaving 9,867 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #34.

SK Wealth Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SK Wealth Management held 9,867 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
SK Wealth Management sold 1,394 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $184K.
iShares S&P 500 Growth ETF made up 0.32% of SK Wealth Management's portfolio in Q2 2026, its #34 holding.
SK Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.43M in Q3 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.