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

Strategic Wealth Partners’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	$236K	Hold	1,718	–	–	0.01%	290
2026 Q1	$194K	Sell	1,718 -431	-20%	-$51.8K	0.01%	309
2025 Q4	$265K	Buy	2,149 +601	+39%	+$73.6K	0.02%	284
2025 Q3	$187K	Sell	1,548 -727	-32%	-$83.6K	0.01%	342
2025 Q2	$250K	Buy	+2,275	New	+$225K	0.02%	296
2020 Q3	–	Sell	-56,384	Closed	-$2.92M	–	157
2020 Q2	$2.92M	Buy	+56,384	New	+$2.7M	1.51%	12
2019 Q4	–	Sell	-1,308	Closed	-$3.67K	–	314
2019 Q3	$3.67K	Sell	1,308 -140	-10%	-$6.33K	0.02%	187
2019 Q2	$64K	Sell	1,448 -1,328	-48%	-$58.4K	0.03%	209
2019 Q1	$121K	Sell	2,776 -104	-4%	-$4.26K	0.06%	166
2018 Q4	$116K	Sell	2,880 -52	-2%	-$2.1K	0.06%	159
2018 Q3	$130K	Sell	2,932 -15,168	-84%	-$652K	0.07%	157
2018 Q2	$736K	Buy	18,100 +16,360	+940%	+$657K	0.43%	76
2018 Q1	$67K	Sell	1,740 -484	-22%	-$19.3K	0.03%	221
2017 Q4	$84K	Buy	+2,224	New	+$83.1K	0.05%	189

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

Strategic Wealth Partners's IVW Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,718 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #290.

Strategic Wealth Partners first reported a position in IVW in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.92M in Q2 2020. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Strategic Wealth Partners held 1,718 shares of iShares S&P 500 Growth ETF worth $236K as of Q2 2026.
Strategic Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #290 holding.
Strategic Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.92M in Q2 2020.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.