Stone Summit Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stone Summit Wealth’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	$509K	Sell	3,698 -15	-0.4%	-$1.98K	0.13%	96
2026 Q1	$420K	Sell	3,713 -325	-8%	-$39.1K	0.12%	100
2025 Q4	$498K	Sell	4,038 -268	-6%	-$32.8K	0.14%	100
2025 Q3	$520K	Sell	4,306 -142	-3%	-$16.3K	0.15%	98
2025 Q2	$490K	Sell	4,448 -28	-0.6%	-$2.77K	0.15%	104
2025 Q1	$416K	Sell	4,476 -40	-0.9%	-$4.03K	0.14%	106
2024 Q4	$459K	Sell	4,516 -7	-0.2%	-$698	0.15%	102
2024 Q3	$433K	Sell	4,523 -68	-1%	-$6.28K	0.14%	110
2024 Q2	$425K	Sell	4,591 -115	-2%	-$9.91K	0.15%	105
2024 Q1	$397K	Sell	4,706 -150	-3%	-$12.1K	0.14%	110
2023 Q4	$365K	Buy	4,856 +193	+4%	+$13.7K	0.14%	114
2023 Q3	$319K	Buy	4,663 +235	+5%	+$16.6K	0.14%	119
2023 Q2	$312K	Sell	4,428 -100	-2%	-$6.61K	0.13%	116
2023 Q1	$289K	Hold	4,528	–	–	0.13%	116
2022 Q4	$265K	Sell	4,528 -250	-5%	-$15K	0.13%	120
2022 Q3	$276K	Sell	4,778 -122	-2%	-$7.93K	0.17%	110
2022 Q2	$295K	Sell	4,900 -50	-1%	-$3.31K	0.18%	109
2022 Q1	$379K	Buy	+4,950	New	+$372K	0.21%	99

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

Stone Summit Wealth's IVW Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.4% in Q2 2026, selling an estimated $1.98K and leaving 3,698 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #96.

Stone Summit Wealth first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. The position peaked at $520K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Stone Summit Wealth held 3,698 shares of iShares S&P 500 Growth ETF worth $509K as of Q2 2026.
Stone Summit Wealth sold 15 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.98K.
iShares S&P 500 Growth ETF made up 0.13% of Stone Summit Wealth's portfolio in Q2 2026, its #96 holding.
Stone Summit Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Stone Summit Wealth's iShares S&P 500 Growth ETF position peaked at $520K in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.