Summit Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Investment Advisory Services’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	$9.01M	Sell	65,519 -2,237	-3%	-$295K	2.26%	12
2026 Q1	$7.66M	Sell	67,756 -2,074	-3%	-$249K	2.85%	9
2025 Q4	$8.61M	Sell	69,830 -263	-0.4%	-$32.2K	3.25%	8
2025 Q3	$8.46M	Sell	70,093 -342	-0.5%	-$39.3K	3.37%	8
2025 Q2	$7.75M	Buy	70,435 +877	+1%	+$86.8K	3.37%	8
2025 Q1	$6.46M	Sell	69,558 -4,100	-6%	-$413K	3.17%	8
2024 Q4	$7.48M	Sell	73,658 -467	-0.6%	-$46.6K	3.86%	7
2024 Q3	$7.1M	Buy	+74,125	New	+$6.84M	3.76%	7
2024 Q2	–	Sell	-88,575	Closed	-$7.48M	–	70
2024 Q1	$7.48M	Sell	88,575 -2,586	-3%	-$208K	4.43%	7
2023 Q4	$6.85M	Sell	91,161 -3,057	-3%	-$218K	4.31%	7
2023 Q3	$6.45M	Sell	94,218 -939	-1%	-$66.5K	4.78%	6
2023 Q2	$6.71M	Sell	95,157 -781	-0.8%	-$51.6K	4.44%	6
2023 Q1	$6.13M	Sell	95,938 -1,533	-2%	-$93.7K	4.36%	6
2022 Q4	$5.7M	Buy	+97,471	New	+$5.85M	6.9%	3

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 Investment Advisory Services's IVW Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $295K and leaving 65,519 shares worth $9.01M. The position accounts for 2.26% of the portfolio, ranked #12.

Summit Investment Advisory Services first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Summit Investment Advisory Services held 65,519 shares of iShares S&P 500 Growth ETF worth $9.01M as of Q2 2026.
Summit Investment Advisory Services sold 2,237 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $295K.
iShares S&P 500 Growth ETF made up 2.26% of Summit Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
Summit Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.