UFPG
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United Financial Planning Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

United Financial Planning 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 		$11.3K Hold
82
– – 0.01% 234
2026
Q1 		$9.28K Hold
82
– – 0.01% 224
2025
Q4 		$10.1K Sell
82
-492
-86% -$60.2K 0.01% 205
2025
Q3 		$73.9K Buy
+574
New +$66K 0.05% 65

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

United Financial Planning Group's IVW Position: Q2 2026 in Review

United Financial Planning Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 82 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #234.

United Financial Planning Group first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.9K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • United Financial Planning Group held 82 shares of iShares S&P 500 Growth ETF worth $11.3K as of Q2 2026.
  • United Financial Planning Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #234 holding.
  • United Financial Planning Group first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's iShares S&P 500 Growth ETF position peaked at $73.9K in Q3 2025.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.