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

Wealth Watch 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	$1.56M	Sell	11,330 -1,953	-15%	-$258K	0.51%	39
2026 Q1	$1.5M	Buy	13,283 +736	+6%	+$88.5K	0.63%	28
2025 Q4	$1.55M	Buy	12,547 +26	+0.2%	+$3.18K	0.57%	33
2025 Q3	$1.51M	Buy	12,521 +132	+1%	+$15.2K	0.62%	31
2025 Q2	$1.36M	Sell	12,389 -735	-6%	-$72.7K	0.79%	21
2025 Q1	$1.22M	Sell	13,124 -176	-1%	-$17.7K	0.99%	17
2024 Q4	$1.35M	Buy	+13,300	New	+$1.33M	0.84%	22

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 Watch Advisors's IVW Position: Q2 2026 in Review

Wealth Watch Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, selling an estimated $258K and leaving 11,330 shares worth $1.56M. The position accounts for 0.51% of the portfolio, ranked #39.

Wealth Watch Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wealth Watch Advisors held 11,330 shares of iShares S&P 500 Growth ETF worth $1.56M as of Q2 2026.
Wealth Watch Advisors sold 1,953 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $258K.
iShares S&P 500 Growth ETF made up 0.51% of Wealth Watch Advisors's portfolio in Q2 2026, its #39 holding.
Wealth Watch Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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