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

SMART 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	$3.53M	Buy	25,649 +15,187	+145%	+$2.01M	0.76%	39
2026 Q1	$1.18M	Buy	10,462 +5,121	+96%	+$616K	0.35%	87
2025 Q4	$658K	Buy	5,341 +1,726	+48%	+$211K	0.2%	100
2025 Q3	$436K	Buy	3,615 +333	+10%	+$38.3K	0.16%	95
2025 Q2	$361K	Buy	3,282 +710	+28%	+$70.3K	0.11%	126
2025 Q1	$239K	Buy	2,572 +403	+19%	+$40.6K	0.09%	140
2024 Q4	$220K	Sell	2,169 -240	-10%	-$23.9K	0.08%	135
2024 Q3	$231K	Buy	2,409 +188	+8%	+$17.4K	0.09%	128
2024 Q2	$206K	Buy	+2,221	New	+$191K	0.08%	118

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

SMART Wealth's IVW Position: Q2 2026 in Review

SMART Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 145% in Q2 2026, buying an estimated $2.01M and bringing the position to 25,649 shares worth $3.53M. The position accounts for 0.76% of the portfolio, ranked #39.

SMART Wealth first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SMART Wealth held 25,649 shares of iShares S&P 500 Growth ETF worth $3.53M as of Q2 2026.
SMART Wealth bought 15,187 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.01M.
iShares S&P 500 Growth ETF made up 0.76% of SMART Wealth's portfolio in Q2 2026, its #39 holding.
SMART Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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