SWIG
IVW icon

Strategic Wealth Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Wealth Investment Group’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 		$232K Buy
+1,686
New +$223K 0.03% 99
2024
Q3 		– Sell
-2,376
Closed -$221K – 136
2024
Q2 		$221K Buy
+2,376
New +$205K 0.03% 129
2023
Q1 		– Hold
0
– – – 99

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Strategic Wealth Investment Group's IVW Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,686 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in IVW as recently as Q2 2024.

Strategic Wealth Investment Group first reported a position in IVW in Q2 2024 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Strategic Wealth Investment Group held 1,686 shares of iShares S&P 500 Growth ETF worth $232K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Strategic Wealth Investment Group position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #99 holding.
  • Strategic Wealth Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.