VestGen Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

VestGen Advisors’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	$12.6M	Sell	91,794 -989	-1%	-$131K	0.37%	56
2026 Q1	$12.6M	Buy	92,783 +15,811	+21%	+$1.9M	0.34%	59
2025 Q4	$9.49M	Sell	76,972 -90,524	-54%	-$11.1M	0.4%	55
2025 Q3	$20.2M	Sell	167,496 -1,917	-1%	-$220K	0.67%	30
2025 Q2	$19.3M	Sell	169,413 -9,853	-5%	-$975K	0.77%	27
2025 Q1	$16.6M	Buy	+179,266	New	+$18.1M	0.76%	27

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

VestGen Advisors's IVW Position: Q2 2026 in Review

VestGen Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $131K and leaving 91,794 shares worth $12.6M. The position accounts for 0.37% of the portfolio, ranked #56.

VestGen Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.2M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

VestGen Advisors held 91,794 shares of iShares S&P 500 Growth ETF worth $12.6M as of Q2 2026.
VestGen Advisors sold 989 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $131K.
iShares S&P 500 Growth ETF made up 0.37% of VestGen Advisors's portfolio in Q2 2026, its #56 holding.
VestGen Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares S&P 500 Growth ETF position peaked at $20.2M in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.