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Sterling Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sterling Financial Planning’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 		$20.4M Sell
148,229
-477
-0.3% -$63K 5.54% 4
2026
Q1 		$16.8M Buy
148,706
+2,844
+2% +$342K 4.99% 5
2025
Q4 		$18M Sell
145,862
-2,237
-2% -$274K 5.42% 4
2025
Q3 		$17.9M Sell
148,099
-7,441
-5% -$856K 5.64% 3
2025
Q2 		$17.1M Buy
155,540
+1,165
+0.8% +$115K 5.72% 3
2025
Q1 		$14.3M Buy
154,375
+1,107
+0.7% +$112K 5.2% 5
2024
Q4 		$15.6M Sell
153,268
-2,305
-1% -$230K 5.73% 3
2024
Q3 		$14.9M Sell
155,573
-1,968
-1% -$182K 5.49% 5
2024
Q2 		$14.6M Sell
157,541
-6,703
-4% -$578K 5.92% 2
2024
Q1 		$13.9M Sell
164,244
-8,446
-5% -$679K 5.62% 5
2023
Q4 		$13M Sell
172,690
-1,439
-0.8% -$102K 5.61% 4
2023
Q3 		$11.9M Sell
174,129
-33
-0% -$2.33K 6.1% 3
2023
Q2 		$12.3M Buy
174,162
+16,586
+11% +$1.1M 6.08% 3
2023
Q1 		$10.1M Buy
157,576
+13,849
+10% +$847K 5.46% 5
2022
Q4 		$8.41M Buy
143,727
+4,785
+3% +$287K 5.02% 6
2022
Q3 		$8.04M Buy
138,942
+7,687
+6% +$499K 5.64% 5
2022
Q2 		$7.92M Buy
131,255
+4,095
+3% +$271K 5.57% 5
2022
Q1 		$9.71M Buy
127,160
+4,439
+4% +$333K 6.11% 3
2021
Q4 		$10.3M Sell
122,721
-2,063
-2% -$166K 6.42% 2
2021
Q3 		$9.22M Buy
124,784
+216
+0.2% +$16.5K 5.87% 3
2021
Q2 		$9.06M Buy
124,568
+3,558
+3% +$246K 5.88% 3
2021
Q1 		$7.88M Buy
121,010
+1,861
+2% +$120K 5.62% 4
2020
Q4 		$7.6M Buy
+119,149
New +$7.22M 6.12% 3

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

Sterling Financial Planning's IVW Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.32% in Q2 2026, selling an estimated $63K and leaving 148,229 shares worth $20.4M. The position accounts for 5.54% of the portfolio, ranked #4.

Sterling Financial Planning first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sterling Financial Planning held 148,229 shares of iShares S&P 500 Growth ETF worth $20.4M as of Q2 2026.
  • Sterling Financial Planning sold 477 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $63K.
  • iShares S&P 500 Growth ETF made up 5.54% of Sterling Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Sterling Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.