Advisory Solutions Group, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisory Solutions Group, LLC’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	$517K	Buy	+3,762	New	+$497K	0.18%	115

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisory Solutions Group, LLC's IVW Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 3,762 shares worth $517K. The stake represents 0.18% of the portfolio and ranks #115 among its holdings.

1,009 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Advisory Solutions Group, LLC held 3,762 shares of iShares S&P 500 Growth ETF worth $517K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.18% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #115 holding.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.