WA
IVW icon

Walsh & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Walsh & Associates’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 		$318K Buy
2,310
+78
+3% +$10.3K 0.26% 42
2026
Q1 		$252K Sell
2,232
-9
-0.4% -$1.08K 0.25% 44
2025
Q4 		$276K Buy
+2,241
New +$274K 0.27% 44

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

Walsh & Associates's IVW Position: Q2 2026 in Review

Walsh & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,310 shares worth $318K. The position accounts for 0.26% of the portfolio, ranked #42.

Walsh & Associates first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Walsh & Associates held 2,310 shares of iShares S&P 500 Growth ETF worth $318K as of Q2 2026.
  • Walsh & Associates bought 78 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.3K.
  • iShares S&P 500 Growth ETF made up 0.26% of Walsh & Associates's portfolio in Q2 2026, its #42 holding.
  • Walsh & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.