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

Sovereign 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 		– Sell
-83,805
Closed -$9.48M – 112
2026
Q1 		$9.48M Buy
83,805
+41,489
+98% +$4.99M 2.01% 17
2025
Q4 		$5.22M Buy
+42,316
New +$5.18M 1.3% 24

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

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

Sovereign Investment Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 83,805 shares — an estimated $9.48M sold.

Sovereign Investment Advisors first reported a position in IVW in Q4 2025 and held it in 2 quarters. The position peaked at $9.48M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sovereign Investment Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sovereign Investment Advisors sold 83,805 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.48M.
  • Sovereign Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and held it in 2 quarters.
  • Sovereign Investment Advisors's iShares S&P 500 Growth ETF position peaked at $9.48M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.