Waldron Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Waldron Private Wealth’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	$325K	Hold	2,360	–	–	0.01%	281
2026 Q1	$267K	Buy	2,360 +396	+20%	+$47.6K	0.01%	289
2025 Q4	$242K	Hold	1,964	–	–	0.01%	298
2025 Q3	$237K	Buy	+1,964	New	+$226K	0.01%	288
2022 Q2	–	Sell	-3,448	Closed	-$263K	–	395
2022 Q1	$263K	Hold	3,448	–	–	0.01%	341
2021 Q4	$288K	Hold	3,448	–	–	0.01%	317
2021 Q3	$254K	Hold	3,448	–	–	0.01%	311
2021 Q2	$250K	Hold	3,448	–	–	0.02%	297
2021 Q1	$224K	Hold	3,448	–	–	0.02%	282
2020 Q4	$220K	Buy	+3,448	New	+$209K	0.02%	271

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

Waldron Private Wealth's IVW Position: Q2 2026 in Review

Waldron Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,360 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #281.

Waldron Private Wealth first reported a position in IVW in Q4 2020 and has held it in 10 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Waldron Private Wealth held 2,360 shares of iShares S&P 500 Growth ETF worth $325K as of Q2 2026.
Waldron Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #281 holding.
Waldron Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.