Voisard Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Voisard Asset Management Group’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	$315K	Hold	2,292	–	–	0.06%	85
2026 Q1	$259K	Hold	2,292	–	–	0.06%	87
2025 Q4	$283K	Hold	2,292	–	–	0.06%	83
2025 Q3	$277K	Hold	2,292	–	–	0.06%	82
2025 Q2	$252K	Hold	2,292	–	–	0.07%	77
2025 Q1	$213K	Hold	2,292	–	–	0.06%	76
2024 Q4	$233K	Hold	2,292	–	–	0.08%	73
2024 Q3	$219K	Sell	2,292 -88	-4%	-$8.13K	0.09%	79
2024 Q2	$220K	Hold	2,380	–	–	0.11%	53
2024 Q1	$201K	Hold	2,380	–	–	0.11%	51
2023 Q4	$179K	Buy	+2,380	New	+$169K	0.11%	55

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

Voisard Asset Management Group's IVW Position: Q2 2026 in Review

Voisard Asset Management Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,292 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #85.

Voisard Asset Management Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Voisard Asset Management Group held 2,292 shares of iShares S&P 500 Growth ETF worth $315K as of Q2 2026.
Voisard Asset Management Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Voisard Asset Management Group's portfolio in Q2 2026, its #85 holding.
Voisard Asset Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.