Straight Path Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Straight Path 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	$286K	Buy	+2,083	New	+$275K	0.07%	106
2026 Q1	–	Sell	-1,734	Closed	-$214K	–	132
2025 Q4	$214K	Hold	1,734	–	–	0.06%	117
2025 Q3	$209K	Buy	+1,734	New	+$199K	0.06%	132
2022 Q1	–	Sell	-3,130	Closed	-$262K	–	72
2021 Q4	$262K	Buy	+3,130	New	+$252K	0.23%	60

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

Straight Path Wealth Management's IVW Position: Q2 2026 in Review

Straight Path Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,083 shares worth $286K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Straight Path Wealth Management previously reported a position in IVW as recently as Q4 2025.

Straight Path Wealth Management first reported a position in IVW in Q4 2021 and has held it in 4 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Straight Path Wealth Management held 2,083 shares of iShares S&P 500 Growth ETF worth $286K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Straight Path Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of Straight Path Wealth Management's portfolio in Q2 2026, its #106 holding.
Straight Path Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 4 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.