Sovereign Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sovereign Financial Group’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	$2.74M	Sell	19,937 -811	-4%	-$107K	0.42%	35
2026 Q1	$2.35M	Buy	20,748 +682	+3%	+$82K	0.41%	40
2025 Q4	$2.47M	Sell	20,066 -399	-2%	-$48.8K	0.43%	38
2025 Q3	$2.47M	Sell	20,465 -3,543	-15%	-$407K	0.46%	34
2025 Q2	$2.64M	Sell	24,008 -135	-0.6%	-$13.4K	0.54%	30
2025 Q1	$2.24M	Sell	24,143 -936	-4%	-$94.4K	0.52%	33
2024 Q4	$2.55M	Sell	25,079 -467	-2%	-$46.6K	0.58%	31
2024 Q3	$2.45M	Sell	25,546 -1,160	-4%	-$107K	0.57%	32
2024 Q2	$2.47M	Buy	26,706 +14,391	+117%	+$1.24M	0.62%	29
2024 Q1	$1.04M	Buy	12,315 +7,492	+155%	+$602K	0.28%	74
2023 Q4	$362K	Sell	4,823 -508	-10%	-$36.2K	0.11%	168
2023 Q3	$365K	Buy	+5,331	New	+$377K	0.13%	152

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

Sovereign Financial Group's IVW Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q2 2026, selling an estimated $107K and leaving 19,937 shares worth $2.74M. The position accounts for 0.42% of the portfolio, ranked #35.

Sovereign Financial Group first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sovereign Financial Group held 19,937 shares of iShares S&P 500 Growth ETF worth $2.74M as of Q2 2026.
Sovereign Financial Group sold 811 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $107K.
iShares S&P 500 Growth ETF made up 0.42% of Sovereign Financial Group's portfolio in Q2 2026, its #35 holding.
Sovereign Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.