Strata Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strata Wealth Advisors’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	$235K	Buy	+1,706	New	+$225K	0.06%	93
2026 Q1	–	Sell	-1,706	Closed	-$210K	–	91
2025 Q4	$210K	Sell	1,706 -3	-0.2%	-$367	0.06%	88
2025 Q3	$206K	Buy	+1,709	New	+$197K	0.05%	97
2025 Q1	–	Sell	-5,462	Closed	-$555K	–	72
2024 Q4	$555K	Sell	5,462 -198	-3%	-$19.8K	0.17%	46
2024 Q3	$542K	Sell	5,660 -95	-2%	-$8.77K	0.17%	48
2024 Q2	$533K	Sell	5,755 -5	-0.1%	-$431	0.18%	44
2024 Q1	$486K	Sell	5,760 -585	-9%	-$47K	0.17%	47
2023 Q4	$477K	Sell	6,345 -310	-5%	-$22.1K	0.19%	47
2023 Q3	$455K	Buy	+6,655	New	+$471K	0.22%	35
2023 Q1	$427K	Sell	6,686 -1,462	-18%	-$89.4K	0.22%	36
2022 Q4	$477K	Buy	+8,148	New	+$489K	0.26%	30

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

Strata Wealth Advisors's IVW Position: Q2 2026 in Review

Strata Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,706 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings. This is a return to the name: Strata Wealth Advisors previously reported a position in IVW as recently as Q4 2025.

Strata Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 11 quarters since. The position peaked at $555K in Q4 2024. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Strata Wealth Advisors held 1,706 shares of iShares S&P 500 Growth ETF worth $235K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Strata Wealth Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Strata Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Strata Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Strata Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $555K in Q4 2024.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.