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Soltis Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Soltis Investment 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 		$10.3M Buy
75,057
+1,843
+3% +$243K 0.57% 41
2026
Q1 		$8.28M Buy
73,214
+4,342
+6% +$522K 0.52% 45
2025
Q4 		$8.49M Sell
68,872
-4
-0% -$490 0.56% 40
2025
Q3 		$8.31M Buy
68,876
+7,617
+12% +$876K 0.57% 37
2025
Q2 		$6.74M Sell
61,259
-1,973
-3% -$195K 0.53% 46
2025
Q1 		$5.87M Buy
63,232
+5,115
+9% +$516K 0.52% 49
2024
Q4 		$5.9M Buy
58,117
+2,215
+4% +$221K 0.55% 46
2024
Q3 		$5.35M Buy
55,902
+4,873
+10% +$450K 0.52% 58
2024
Q2 		$4.72M Buy
51,029
+4,572
+10% +$394K 0.5% 64
2024
Q1 		$3.92M Buy
46,457
+3,049
+7% +$245K 0.44% 73
2023
Q4 		$3.26M Buy
43,408
+4,240
+11% +$302K 0.37% 83
2023
Q3 		$2.68M Buy
39,168
+1,880
+5% +$133K 0.34% 91
2023
Q2 		$2.63M Buy
37,288
+175
+0.5% +$11.6K 0.31% 90
2023
Q1 		$2.37M Sell
37,113
-218,837
-85% -$13.4M 0.3% 95
2022
Q4 		$15M Buy
255,950
+202,672
+380% +$12.2M 1.97% 12
2022
Q3 		$3.08M Buy
53,278
+2,368
+5% +$154K 0.46% 68
2022
Q2 		$3.07M Sell
50,910
-15,975
-24% -$1.06M 0.45% 61
2022
Q1 		$5.11M Sell
66,885
-3,306
-5% -$248K 0.71% 29
2021
Q4 		$5.87M Sell
70,191
-2,644
-4% -$213K 0.83% 23
2021
Q3 		$5.38M Buy
72,835
+801
+1% +$61.1K 0.83% 28
2021
Q2 		$5.24M Buy
72,034
+21,114
+41% +$1.46M 0.83% 25
2021
Q1 		$3.31M Buy
50,920
+22,241
+78% +$1.44M 0.6% 36
2020
Q4 		$1.83M Buy
28,679
+1,579
+6% +$95.7K 0.34% 49
2020
Q3 		$1.57M Buy
27,100
+15,812
+140% +$895K 0.37% 52
2020
Q2 		$586K Buy
+11,288
New +$541K 0.15% 104

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Soltis Investment Advisors's IVW Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q2 2026, buying an estimated $243K and bringing the position to 75,057 shares worth $10.3M. The position accounts for 0.57% of the portfolio, ranked #41.

Soltis Investment Advisors first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. The position peaked at $15M in Q4 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Soltis Investment Advisors held 75,057 shares of iShares S&P 500 Growth ETF worth $10.3M as of Q2 2026.
  • Soltis Investment Advisors bought 1,843 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $243K.
  • iShares S&P 500 Growth ETF made up 0.57% of Soltis Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Soltis Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Soltis Investment Advisors's iShares S&P 500 Growth ETF position peaked at $15M in Q4 2022.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.