VWA
IVW icon

VSM Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

VSM Wealth Advisory’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 		$268K Sell
1,951
-193
-9% -$25.5K 0.07% 102
2026
Q1 		$243K Buy
2,144
+196
+10% +$23.6K 0.07% 100
2025
Q4 		$240K Buy
1,948
+2
+0.1% +$245 0.07% 93
2025
Q3 		$235K Sell
1,946
-246
-11% -$28.3K 0.07% 81
2025
Q2 		$241K Buy
2,192
+2
+0.1% +$198 0.08% 86
2025
Q1 		$203K Buy
2,190
+2
+0.1% +$202 0.07% 89
2024
Q4 		$222K Buy
+2,188
New +$218K 0.08% 84

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

VSM Wealth Advisory's IVW Position: Q2 2026 in Review

VSM Wealth Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q2 2026, selling an estimated $25.5K and leaving 1,951 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #102.

VSM Wealth Advisory first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • VSM Wealth Advisory held 1,951 shares of iShares S&P 500 Growth ETF worth $268K as of Q2 2026.
  • VSM Wealth Advisory sold 193 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.5K.
  • iShares S&P 500 Growth ETF made up 0.07% of VSM Wealth Advisory's portfolio in Q2 2026, its #102 holding.
  • VSM Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.