Stelac Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stelac Advisory Services’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	$275K	Hold	2,000	–	–	0.05%	115
2026 Q1	$226K	Buy	+2,000	New	+$241K	0.05%	121
2021 Q3	–	Sell	-2,267	Closed	-$165K	–	242
2021 Q2	$165K	Hold	2,267	–	–	0.04%	231
2021 Q1	$148K	Buy	2,267 +255	+13%	+$16.5K	0.05%	176
2020 Q4	$128K	Hold	2,012	–	–	0.03%	220
2020 Q3	$116K	Hold	2,012	–	–	0.04%	165
2020 Q2	$104K	Buy	+2,012	New	+$96.5K	0.04%	138

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

Stelac Advisory Services's IVW Position: Q2 2026 in Review

Stelac Advisory Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,000 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #115.

Stelac Advisory Services first reported a position in IVW in Q2 2020 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Stelac Advisory Services held 2,000 shares of iShares S&P 500 Growth ETF worth $275K as of Q2 2026.
Stelac Advisory Services left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.05% of Stelac Advisory Services's portfolio in Q2 2026, its #115 holding.
Stelac Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 7 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.