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

SOA Wealth Advisors’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	$542K	Buy	3,943 +3	+0.1%	+$396	0.09%	121
2026 Q1	$446K	Buy	3,940 +3	+0.1%	+$361	0.08%	129
2025 Q4	$485K	Sell	3,937 -3,656	-48%	-$447K	0.08%	126
2025 Q3	$917K	Sell	7,593 -117	-2%	-$13.5K	0.16%	90
2025 Q2	$849K	Sell	7,710 -1,312	-15%	-$130K	0.16%	87
2025 Q1	$838K	Buy	9,022 +8	+0.1%	+$807	0.17%	81
2024 Q4	$915K	Buy	9,014 +10	+0.1%	+$998	0.17%	78
2024 Q3	$862K	Buy	9,004 +11	+0.1%	+$1.02K	0.16%	80
2024 Q2	$832K	Buy	8,993 +6	+0.1%	+$517	0.17%	78
2024 Q1	$759K	Buy	8,987 +3	+0%	+$241	0.16%	82
2023 Q4	$675K	Sell	8,984 -415	-4%	-$29.5K	0.15%	82
2023 Q3	$643K	Buy	9,399 +1,076	+13%	+$76.1K	0.16%	77
2023 Q2	$587K	Sell	8,323 -353	-4%	-$23.3K	0.14%	82
2023 Q1	$554K	Buy	8,676 +256	+3%	+$15.6K	0.14%	83
2022 Q4	$493K	Buy	8,420 +4,258	+102%	+$256K	0.13%	88
2022 Q3	$240K	Hold	4,162	–	–	0.07%	131
2022 Q2	$251K	Buy	4,162 +365	+10%	+$24.2K	0.07%	125
2022 Q1	$290K	Buy	3,797 +2,765	+268%	+$208K	0.07%	132
2021 Q4	$86K	Hold	1,032	–	–	0.02%	235
2021 Q3	$76K	Hold	1,032	–	–	0.02%	257
2021 Q2	$75K	Hold	1,032	–	–	0.02%	259
2021 Q1	$67K	Hold	1,032	–	–	0.02%	239
2020 Q4	$68K	Buy	+1,032	New	+$62.6K	0.02%	232

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

SOA Wealth Advisors's IVW Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q2 2026, buying an estimated $396 and bringing the position to 3,943 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #121.

SOA Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $917K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SOA Wealth Advisors held 3,943 shares of iShares S&P 500 Growth ETF worth $542K as of Q2 2026.
SOA Wealth Advisors bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q2 2026, its #121 holding.
SOA Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $917K in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.