WCG Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

WCG Wealth Advisors’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	$15.5M	Sell	112,481 -2,400	-2%	-$317K	0.37%	73
2026 Q1	$13M	Buy	114,881 +10,292	+10%	+$1.24M	0.36%	74
2025 Q4	$12.9M	Sell	104,589 -14,339	-12%	-$1.75M	0.36%	73
2025 Q3	$14.4M	Sell	118,928 -1	-0%	-$115	0.9%	29
2025 Q2	$13.1M	Buy	118,929 +4,787	+4%	+$474K	0.85%	32
2025 Q1	$10.6M	Sell	114,142 -5,235	-4%	-$528K	0.81%	33
2024 Q4	$12.1M	Buy	119,377 +746	+0.6%	+$74.4K	0.8%	34
2024 Q3	$11.4M	Buy	118,631 +3,066	+3%	+$283K	0.77%	38
2024 Q2	$10.7M	Buy	115,565 +84,527	+272%	+$7.29M	0.79%	38
2024 Q1	$2.62M	Buy	+31,038	New	+$2.49M	0.22%	99

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

WCG Wealth Advisors's IVW Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2026, selling an estimated $317K and leaving 112,481 shares worth $15.5M. The position accounts for 0.37% of the portfolio, ranked #73.

WCG Wealth Advisors first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WCG Wealth Advisors held 112,481 shares of iShares S&P 500 Growth ETF worth $15.5M as of Q2 2026.
WCG Wealth Advisors sold 2,400 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $317K.
iShares S&P 500 Growth ETF made up 0.37% of WCG Wealth Advisors's portfolio in Q2 2026, its #73 holding.
WCG Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.