Taylor Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Taylor Financial Group’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	$1.49M	Hold	10,856	–	–	0.82%	32
2026 Q1	$1.23M	Hold	10,856	–	–	0.74%	34
2025 Q4	$1.34M	Hold	10,856	–	–	0.79%	32
2025 Q3	$1.31M	Hold	10,856	–	–	0.75%	31
2025 Q2	$1.2M	Hold	10,856	–	–	0.75%	32
2025 Q1	$1.01M	Hold	10,856	–	–	0.7%	34
2024 Q4	$1.1M	Hold	10,856	–	–	0.76%	32
2024 Q3	$1.04M	Hold	10,856	–	–	0.72%	34
2024 Q2	$1M	Hold	10,856	–	–	0.77%	33
2024 Q1	$917K	Hold	10,856	–	–	0.7%	36
2023 Q4	$815K	Buy	+10,856	New	+$773K	0.67%	40

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

Taylor Financial Group's IVW Position: Q2 2026 in Review

Taylor Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,856 shares worth $1.49M. The position accounts for 0.82% of the portfolio, ranked #32.

Taylor Financial Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Taylor Financial Group held 10,856 shares of iShares S&P 500 Growth ETF worth $1.49M as of Q2 2026.
Taylor Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.82% of Taylor Financial Group's portfolio in Q2 2026, its #32 holding.
Taylor Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.