Vaughan David Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vaughan David Investments’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	$207K	Buy	+1,506	New	+$199K	﹤0.01%	239
2026 Q1	–	Sell	-2,506	Closed	-$309K	–	237
2025 Q4	$309K	Hold	2,506	–	–	0.01%	198
2025 Q3	$303K	Hold	2,506	–	–	0.01%	199
2025 Q2	$276K	Hold	2,506	–	–	0.01%	202
2025 Q1	$233K	Sell	2,506 -500	-17%	-$50.4K	0.01%	200
2024 Q4	$305K	Hold	3,006	–	–	0.01%	179
2024 Q3	$288K	Hold	3,006	–	–	0.01%	187
2024 Q2	$278K	Sell	3,006 -551	-15%	-$47.5K	0.01%	183
2024 Q1	$300K	Sell	3,557 -1,133	-24%	-$91K	0.01%	187
2023 Q4	$352K	Buy	+4,690	New	+$334K	0.01%	168

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

Vaughan David Investments's IVW Position: Q2 2026 in Review

Vaughan David Investments opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,506 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Vaughan David Investments previously reported a position in IVW as recently as Q4 2025.

Vaughan David Investments first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $352K in Q4 2023. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Vaughan David Investments held 1,506 shares of iShares S&P 500 Growth ETF worth $207K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Vaughan David Investments position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Vaughan David Investments's portfolio in Q2 2026, its #239 holding.
Vaughan David Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Vaughan David Investments's iShares S&P 500 Growth ETF position peaked at $352K in Q4 2023.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.