Tactive Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tactive Advisors’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	$2.85M	Sell	20,758 -262	-1%	-$34.6K	0.7%	39
2026 Q1	$2.38M	Sell	21,020 -3,556	-14%	-$428K	0.67%	40
2025 Q4	$3.03M	Buy	24,576 +367	+2%	+$44.9K	0.89%	28
2025 Q3	$2.92M	Sell	24,209 -374	-2%	-$43K	0.83%	31
2025 Q2	$2.71M	Buy	+24,583	New	+$2.43M	0.88%	31
2024 Q1	$4.05M	Sell	47,957 -16,680	-26%	-$1.34M	2.15%	13
2023 Q4	$4.85M	Buy	64,637 +20,467	+46%	+$1.46M	3.12%	9
2023 Q3	$3.02M	Sell	44,170 -46,464	-51%	-$3.29M	2.61%	13
2023 Q2	$6.39M	Sell	90,634 -27,691	-23%	-$1.83M	4.88%	8
2023 Q1	$7.56M	Buy	+118,325	New	+$7.23M	5.62%	8

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

Tactive Advisors's IVW Position: Q2 2026 in Review

Tactive Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, selling an estimated $34.6K and leaving 20,758 shares worth $2.85M. The position accounts for 0.7% of the portfolio, ranked #39.

Tactive Advisors first reported a position in IVW in Q1 2023 and has held it in 10 quarters since. The position peaked at $7.56M in Q1 2023. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tactive Advisors held 20,758 shares of iShares S&P 500 Growth ETF worth $2.85M as of Q2 2026.
Tactive Advisors sold 262 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.6K.
iShares S&P 500 Growth ETF made up 0.7% of Tactive Advisors's portfolio in Q2 2026, its #39 holding.
Tactive Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Tactive Advisors's iShares S&P 500 Growth ETF position peaked at $7.56M in Q1 2023.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.