SP Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

SP Asset Management’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	$380K	Buy	2,760 +3	+0.1%	+$396	0.03%	104
2026 Q1	$312K	Buy	2,757 +2	+0.1%	+$241	0.03%	100
2025 Q4	$340K	Buy	2,755 +3	+0.1%	+$367	0.03%	107
2025 Q3	$332K	Buy	2,752 +3	+0.1%	+$345	0.03%	108
2025 Q2	$303K	Buy	2,749 +3	+0.1%	+$297	0.03%	106
2025 Q1	$255K	Buy	2,746 +3	+0.1%	+$302	0.02%	109
2024 Q4	$278K	Buy	2,743 +4	+0.1%	+$399	0.02%	113
2024 Q3	$262K	Buy	2,739 +4	+0.1%	+$369	0.02%	116
2024 Q2	$253K	Buy	2,735 +2	+0.1%	+$172	0.02%	113
2024 Q1	$231K	Buy	2,733 +3	+0.1%	+$241	0.02%	115
2023 Q4	$205K	Buy	+2,730	New	+$194K	0.02%	116
2022 Q2	–	Sell	-2,746	Closed	-$210K	–	117
2022 Q1	$210K	Buy	2,746 +4	+0.1%	+$301	0.02%	122
2021 Q4	$211K	Buy	2,742 +4	+0.1%	+$322	0.02%	123
2021 Q3	$217K	Buy	2,738 +4	+0.1%	+$305	0.02%	122
2021 Q2	$207K	Buy	+2,734	New	+$189K	0.02%	117

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SP Asset Management's IVW Position: Q2 2026 in Review

SP Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.11% in Q2 2026, buying an estimated $396 and bringing the position to 2,760 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #104.

SP Asset Management first reported a position in IVW in Q2 2021 and has held it in 15 quarters since. 1,248 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SP Asset Management held 2,760 shares of iShares S&P 500 Growth ETF worth $380K as of Q2 2026.
SP Asset Management bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.03% of SP Asset Management's portfolio in Q2 2026, its #104 holding.
SP Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 15 quarters since.
1,248 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.