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

Watershed 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	$963K	Sell	7,002 -1,349	-16%	-$178K	0.27%	52
2026 Q1	$945K	Sell	8,351 -159	-2%	-$19.1K	0.29%	55
2025 Q4	$1.05M	Hold	8,510	–	–	0.31%	55
2025 Q3	$1.03M	Sell	8,510 -232	-3%	-$26.7K	0.32%	53
2025 Q2	$963K	Sell	8,742 -37	-0.4%	-$3.66K	0.35%	47
2025 Q1	$815K	Buy	8,779 +1,103	+14%	+$111K	0.33%	51
2024 Q4	$779K	Sell	7,676 -1,458	-16%	-$145K	0.3%	54
2024 Q3	$875K	Sell	9,134 -2,475	-21%	-$229K	0.35%	53
2024 Q2	$1.07M	Sell	11,609 -482	-4%	-$41.6K	0.46%	46
2024 Q1	$1.02M	Sell	12,091 -40,683	-77%	-$3.27M	0.45%	49
2023 Q4	$3.96M	Buy	52,774 +1,820	+4%	+$130K	2.19%	11
2023 Q3	$3.49M	Sell	50,954 -486	-0.9%	-$34.4K	2.15%	13
2023 Q2	$3.63M	Sell	51,440 -2,480	-5%	-$164K	2.19%	13
2023 Q1	$3.44M	Buy	53,920 +2,644	+5%	+$162K	2.33%	13
2022 Q4	$3M	Buy	+51,276	New	+$3.08M	2.28%	13

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

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

Watershed Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, selling an estimated $178K and leaving 7,002 shares worth $963K. The position accounts for 0.27% of the portfolio, ranked #52.

Watershed Private Wealth first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.96M in Q4 2023. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Watershed Private Wealth held 7,002 shares of iShares S&P 500 Growth ETF worth $963K as of Q2 2026.
Watershed Private Wealth sold 1,349 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $178K.
iShares S&P 500 Growth ETF made up 0.27% of Watershed Private Wealth's portfolio in Q2 2026, its #52 holding.
Watershed Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's iShares S&P 500 Growth ETF position peaked at $3.96M in Q4 2023.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.