Sterling Group Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sterling Group Wealth 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	$5.66M	Sell	41,186 -20,900	-34%	-$2.76M	2.32%	9
2026 Q1	$7.02M	Buy	62,086 +73	+0.1%	+$8.78K	3.32%	7
2025 Q4	$7.64M	Sell	62,013 -3,109	-5%	-$381K	3.7%	7
2025 Q3	$7.86M	Sell	65,122 -2,277	-3%	-$262K	3.89%	7
2025 Q2	$7.42M	Sell	67,399 -35,748	-35%	-$3.54M	4.11%	6
2025 Q1	$9.58M	Buy	103,147 +1,984	+2%	+$200K	5.14%	6
2024 Q4	$10.3M	Sell	101,163 -1,423	-1%	-$142K	5.33%	3
2024 Q3	$9.82M	Buy	102,586 +93,887	+1,079%	+$8.67M	5.21%	5
2024 Q2	$805K	Buy	+8,699	New	+$750K	0.46%	21

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

Sterling Group Wealth Management's IVW Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 34% in Q2 2026, selling an estimated $2.76M and leaving 41,186 shares worth $5.66M. The position accounts for 2.32% of the portfolio, ranked #9.

Sterling Group Wealth Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sterling Group Wealth Management held 41,186 shares of iShares S&P 500 Growth ETF worth $5.66M as of Q2 2026.
Sterling Group Wealth Management sold 20,900 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.76M.
iShares S&P 500 Growth ETF made up 2.32% of Sterling Group Wealth Management's portfolio in Q2 2026, its #9 holding.
Sterling Group Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sterling Group Wealth Management's iShares S&P 500 Growth ETF position peaked at $10.3M in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.