WealthCare Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthCare Investment Partners’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	$335K	Buy	2,435 +2	+0.1%	+$264	0.08%	156
2026 Q1	$280K	Buy	2,433 +2	+0.1%	+$241	0.08%	158
2025 Q4	$300K	Buy	2,431 +3	+0.1%	+$367	0.09%	151
2025 Q3	$294K	Buy	2,428 +3	+0.1%	+$345	0.1%	140
2025 Q2	$269K	Buy	2,425 +2	+0.1%	+$198	0.1%	133
2025 Q1	$208K	Buy	2,423 +3	+0.1%	+$302	0.09%	144
2024 Q4	$246K	Buy	2,420 +3	+0.1%	+$299	0.11%	127
2024 Q3	$229K	Buy	+2,417	New	+$223K	0.1%	128

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

WealthCare Investment Partners's IVW Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q2 2026, buying an estimated $264 and bringing the position to 2,435 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #156.

WealthCare Investment Partners first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WealthCare Investment Partners held 2,435 shares of iShares S&P 500 Growth ETF worth $335K as of Q2 2026.
WealthCare Investment Partners bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
iShares S&P 500 Growth ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q2 2026, its #156 holding.
WealthCare Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.