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Vise Technologies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vise Technologies’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 		$81.9M Buy
595,611
+368,653
+162% +$48.7M 0.93% 18
2026
Q1 		$28M Hold
226,958
– – 0.55% 33
2025
Q4 		$28M Buy
226,958
+84,997
+60% +$10.4M 0.55% 33
2025
Q3 		$17.1M Buy
141,961
+90,041
+173% +$10.4M 0.64% 28
2025
Q2 		$5.72M Buy
+51,920
New +$5.14M 0.24% 92
2024
Q4 		– Sell
-4,346
Closed -$416K – 827
2024
Q3 		$416K Buy
+4,346
New +$401K 0.05% 349

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

Vise Technologies's IVW Position: Q2 2026 in Review

Vise Technologies increased its iShares S&P 500 Growth ETF (IVW) stake by 162% in Q2 2026, buying an estimated $48.7M and bringing the position to 595,611 shares worth $81.9M. The position accounts for 0.93% of the portfolio, ranked #18.

Vise Technologies first reported a position in IVW in Q3 2024 and has held it in 6 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Vise Technologies held 595,611 shares of iShares S&P 500 Growth ETF worth $81.9M as of Q2 2026.
  • Vise Technologies bought 368,653 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $48.7M.
  • iShares S&P 500 Growth ETF made up 0.93% of Vise Technologies's portfolio in Q2 2026, its #18 holding.
  • Vise Technologies first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.