Summit Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Asset 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	$206K	Buy	+1,497	New	+$198K	0.03%	177
2026 Q1	–	Sell	-2,552	Closed	-$315K	–	176
2025 Q4	$315K	Sell	2,552 -2,094	-45%	-$256K	0.04%	138
2025 Q3	$561K	Hold	4,646	–	–	0.09%	99
2025 Q2	$512K	Sell	4,646 -51	-1%	-$5.05K	0.08%	100
2025 Q1	$436K	Hold	4,697	–	–	0.08%	106
2024 Q4	$477K	Sell	4,697 -570	-11%	-$56.9K	0.08%	98
2024 Q3	$504K	Hold	5,267	–	–	0.09%	96
2024 Q2	$487K	Sell	5,267 -75	-1%	-$6.47K	0.1%	96
2024 Q1	$451K	Hold	5,342	–	–	0.1%	95
2023 Q4	$401K	Sell	5,342 -72	-1%	-$5.13K	0.1%	102
2023 Q3	$370K	Hold	5,414	–	–	0.1%	98
2023 Q2	$382K	Sell	5,414 -20	-0.4%	-$1.32K	0.1%	105
2023 Q1	$347K	Hold	5,434	–	–	0.1%	107
2022 Q4	$318K	Buy	5,434 +645	+13%	+$38.7K	0.09%	116
2022 Q3	$277K	Buy	4,789 +53	+1%	+$3.44K	0.09%	119
2022 Q2	$286K	Hold	4,736	–	–	0.09%	120
2022 Q1	$362K	Hold	4,736	–	–	0.1%	110
2021 Q4	$396K	Hold	4,736	–	–	0.11%	107
2021 Q3	$350K	Buy	4,736 +20	+0.4%	+$1.52K	0.11%	108
2021 Q2	$343K	Hold	4,716	–	–	0.11%	107
2021 Q1	$307K	Hold	4,716	–	–	0.1%	113
2020 Q4	$301K	Hold	4,716	–	–	0.11%	108
2020 Q3	$272K	Buy	4,716 +456	+11%	+$25.8K	0.11%	103
2020 Q2	$221K	Buy	+4,260	New	+$204K	0.1%	113
2020 Q1	–	Sell	-4,260	Closed	-$206K	–	116
2019 Q4	$206K	Buy	+4,260	New	+$197K	0.09%	121

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

Summit Asset Management's IVW Position: Q2 2026 in Review

Summit Asset Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,497 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Summit Asset Management previously reported a position in IVW as recently as Q4 2025.

Summit Asset Management first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $561K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Summit Asset Management held 1,497 shares of iShares S&P 500 Growth ETF worth $206K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Summit Asset Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Summit Asset Management's portfolio in Q2 2026, its #177 holding.
Summit Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
Summit Asset Management's iShares S&P 500 Growth ETF position peaked at $561K in Q3 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.