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

Wealth Preservation 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	$507K	Buy	3,688 +2,883	+358%	+$381K	0.29%	46
2026 Q1	$91.1K	Sell	805 -3,688	-82%	-$444K	0.08%	111
2025 Q4	$554K	Hold	4,493	–	–	0.28%	39
2025 Q3	$542K	Hold	4,493	–	–	0.32%	37
2025 Q2	$495K	Hold	4,493	–	–	0.31%	41
2025 Q1	$417K	Buy	+4,493	New	+$453K	0.3%	45

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

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

Wealth Preservation Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 358% in Q2 2026, buying an estimated $381K and bringing the position to 3,688 shares worth $507K. The position accounts for 0.29% of the portfolio, ranked #46.

Wealth Preservation Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $554K in Q4 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wealth Preservation Advisors held 3,688 shares of iShares S&P 500 Growth ETF worth $507K as of Q2 2026.
Wealth Preservation Advisors bought 2,883 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $381K.
iShares S&P 500 Growth ETF made up 0.29% of Wealth Preservation Advisors's portfolio in Q2 2026, its #46 holding.
Wealth Preservation Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's iShares S&P 500 Growth ETF position peaked at $554K in Q4 2025.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.