Talon Private Wealth
IVW icon

Talon Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Talon Private Wealth’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 		$371K Buy
2,699
+200
+8% +$26.4K 0.04% 154
2026
Q1 		$283K Buy
+2,499
New +$301K 0.04% 166
2025
Q2 		$275K Sell
2,499
-183
-7% -$18.1K 0.04% 152
2025
Q1 		$249K Buy
2,682
+57
+2% +$5.75K 0.03% 159
2024
Q4 		$267K Buy
+2,625
New +$262K 0.06% 118

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Talon Private Wealth's IVW Position: Q2 2026 in Review

Talon Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 8% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,699 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #154.

Talon Private Wealth first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. 2,140 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Talon Private Wealth held 2,699 shares of iShares S&P 500 Growth ETF worth $371K as of Q2 2026.
  • Talon Private Wealth bought 200 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $26.4K.
  • iShares S&P 500 Growth ETF made up 0.04% of Talon Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Talon Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,140 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.