Summit Financial Consulting’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Financial Consulting’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	$4.89M	Sell	35,572 -25,427	-42%	-$3.36M	3.32%	11
2026 Q1	$6.9M	Buy	60,999 +248	+0.4%	+$29.8K	4.94%	10
2025 Q4	$7.49M	Buy	60,751 +5,199	+9%	+$636K	5.44%	6
2025 Q3	$6.71M	Buy	+55,552	New	+$6.39M	5.35%	6
2025 Q2	–	Sell	-60,236	Closed	-$5.59M	–	43
2025 Q1	$5.59M	Buy	+60,236	New	+$6.07M	5.19%	5

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 Financial Consulting's IVW Position: Q2 2026 in Review

Summit Financial Consulting reduced its iShares S&P 500 Growth ETF (IVW) stake by 42% in Q2 2026, selling an estimated $3.36M and leaving 35,572 shares worth $4.89M. The position accounts for 3.32% of the portfolio, ranked #11.

Summit Financial Consulting first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.49M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Summit Financial Consulting held 35,572 shares of iShares S&P 500 Growth ETF worth $4.89M as of Q2 2026.
Summit Financial Consulting sold 25,427 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.36M.
iShares S&P 500 Growth ETF made up 3.32% of Summit Financial Consulting's portfolio in Q2 2026, its #11 holding.
Summit Financial Consulting first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial Consulting's iShares S&P 500 Growth ETF position peaked at $7.49M in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.