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

Univest Financial’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	$335K	Hold	2,435	–	–	0.02%	231
2026 Q1	$275K	Sell	2,435 -1,099	-31%	-$132K	0.02%	228
2025 Q4	$436K	Sell	3,534 -388	-10%	-$47.5K	0.02%	205
2025 Q3	$473K	Buy	3,922 +183	+5%	+$21K	0.03%	192
2025 Q2	$412K	Sell	3,739 -70	-2%	-$6.93K	0.02%	201
2025 Q1	$354K	Buy	3,809 +16	+0.4%	+$1.61K	0.02%	225
2024 Q4	$385K	Sell	3,793 -53	-1%	-$5.29K	0.02%	217
2024 Q3	$368K	Buy	+3,846	New	+$355K	0.02%	224

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

Univest Financial's IVW Position: Q2 2026 in Review

Univest Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,435 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #231.

Univest Financial first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $473K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Univest Financial held 2,435 shares of iShares S&P 500 Growth ETF worth $335K as of Q2 2026.
Univest Financial left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #231 holding.
Univest Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's iShares S&P 500 Growth ETF position peaked at $473K in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.