Wealth Enhancement Advisory Services
IVW icon

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

Wealth Enhancement Advisory Services’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 		$89.8M Buy
647,650
+44,306
+7% +$5.85M 0.15% 119
2026
Q1 		$69.2M Buy
603,344
+4,710
+0.8% +$566K 0.14% 130
2025
Q4 		$74.5M Sell
598,634
-16,515
-3% -$2.02M 0.1% 194
2025
Q3 		$74.4M Sell
615,149
-457
-0.1% -$52.6K 0.11% 172
2025
Q2 		$68.2M Buy
615,606
+8,905
+1% +$881K 0.11% 177
2025
Q1 		$56.3M Buy
606,701
+10,178
+2% +$1.03M 0.11% 186
2024
Q4 		$60.6M Buy
596,523
+58,733
+11% +$5.86M 0.12% 171
2024
Q3 		$51.5M Sell
537,790
-3,190
-0.6% -$295K 0.11% 183
2024
Q2 		$50.1M Buy
540,980
+12,689
+2% +$1.09M 0.12% 174
2024
Q1 		$44.6M Buy
528,291
+310
+0.1% +$24.9K 0.12% 177
2023
Q4 		$39.7M Sell
527,981
-16,029
-3% -$1.14M 0.12% 180
2023
Q3 		$37.2M Buy
544,010
+502,241
+1,202% +$35.5M 0.12% 172
2023
Q2 		$2.94M Sell
41,769
-5,269
-11% -$348K 0.03% 166
2023
Q1 		$3.01M Buy
47,038
+22,444
+91% +$1.37M 0.04% 172
2022
Q4 		$1.5M Buy
24,594
+887
+4% +$53.3K 0.02% 192
2022
Q3 		$1.38M Buy
23,707
+212
+0.9% +$13.8K 0.02% 202
2022
Q2 		$1.49M Sell
23,495
-1,543
-6% -$102K 0.02% 222
2022
Q1 		$1.95M Buy
25,038
+3,069
+14% +$231K 0.03% 194
2021
Q4 		$1.67M Buy
21,969
+780
+4% +$62.8K 0.02% 181
2021
Q3 		$1.67M Buy
21,189
+5,082
+32% +$387K 0.02% 156
2021
Q2 		$1.2M Buy
16,107
+1,676
+12% +$116K 0.02% 187
2021
Q1 		$972K Buy
14,431
+5,044
+54% +$326K 0.02% 201
2020
Q4 		$592K Buy
9,387
+1,119
+14% +$67.8K 0.01% 190
2020
Q3 		$505K Buy
8,268
+1,652
+25% +$93.5K 0.01% 190
2020
Q2 		$366K Buy
6,616
+512
+8% +$24.5K 0.01% 192
2020
Q1 		$279K Sell
6,104
-1,020
-14% -$48.2K 0.01% 199
2019
Q4 		$347K Buy
+7,124
New +$330K 0.01% 193

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

Wealth Enhancement Advisory Services's IVW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q2 2026, buying an estimated $5.85M and bringing the position to 647,650 shares worth $89.8M. The position accounts for 0.15% of the portfolio, ranked #119.

Wealth Enhancement Advisory Services first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 647,650 shares of iShares S&P 500 Growth ETF worth $89.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 44,306 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.85M.
  • iShares S&P 500 Growth ETF made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.