Tradition Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tradition Wealth Management’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	$8.45M	Buy	61,436 +994	+2%	+$131K	0.52%	48
2026 Q1	$6.84M	Sell	60,442 -797	-1%	-$95.9K	0.49%	54
2025 Q4	$7.55M	Buy	61,239 +148	+0.2%	+$18.1K	0.54%	49
2025 Q3	$7.37M	Sell	61,091 -6,399	-9%	-$736K	0.55%	45
2025 Q2	$7.43M	Sell	67,490 -12,923	-16%	-$1.28M	0.59%	43
2025 Q1	$7.46M	Buy	80,413 +1,611	+2%	+$162K	0.66%	41
2024 Q4	$8M	Sell	78,802 -3,190	-4%	-$318K	0.7%	39
2024 Q3	$7.85M	Buy	81,992 +328	+0.4%	+$30.3K	0.7%	41
2024 Q2	$7.56M	Buy	81,664 +28,124	+53%	+$2.42M	0.73%	37
2024 Q1	$4.52M	Buy	53,540 +27,681	+107%	+$2.22M	0.46%	56
2023 Q4	$1.94M	Buy	25,859 +504	+2%	+$35.9K	0.2%	91
2023 Q3	$1.74M	Buy	25,355 +16,776	+196%	+$1.19M	0.21%	89
2023 Q2	$605K	Sell	8,579 -592	-6%	-$39.1K	0.07%	157
2023 Q1	$586K	Sell	9,171 -393	-4%	-$24K	0.07%	153
2022 Q4	$560K	Sell	9,564 -112	-1%	-$6.72K	0.08%	149
2022 Q3	$560K	Sell	9,676 -798	-8%	-$51.9K	0.08%	147
2022 Q2	$632K	Sell	10,474 -522	-5%	-$34.5K	0.09%	139
2022 Q1	$840K	Buy	10,996 +4	+0%	+$301	0.11%	137
2021 Q4	$920K	Buy	10,992 +1,347	+14%	+$109K	0.12%	134
2021 Q3	$713K	Hold	9,645	–	–	0.1%	138
2021 Q2	$701K	Sell	9,645 -333	-3%	-$23K	0.1%	143
2021 Q1	$650K	Sell	9,978 -235	-2%	-$15.2K	0.11%	142
2020 Q4	$652K	Buy	+10,213	New	+$619K	0.13%	120

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

Tradition Wealth Management's IVW Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, buying an estimated $131K and bringing the position to 61,436 shares worth $8.45M. The position accounts for 0.52% of the portfolio, ranked #48.

Tradition Wealth Management first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tradition Wealth Management held 61,436 shares of iShares S&P 500 Growth ETF worth $8.45M as of Q2 2026.
Tradition Wealth Management bought 994 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $131K.
iShares S&P 500 Growth ETF made up 0.52% of Tradition Wealth Management's portfolio in Q2 2026, its #48 holding.
Tradition Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.