WealthPlan Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthPlan Investment Management’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	$4.3M	Sell	31,298 -1,344	-4%	-$177K	0.21%	95
2026 Q1	$3.69M	Buy	32,642 +4,064	+14%	+$489K	0.21%	105
2025 Q4	$3.52M	Sell	28,578 -1,481	-5%	-$181K	0.22%	102
2025 Q3	$3.63M	Buy	30,059 +184	+0.6%	+$21.2K	0.24%	100
2025 Q2	$3.29M	Buy	29,875 +10,474	+54%	+$1.04M	0.24%	99
2025 Q1	$1.8M	Buy	19,401 +1,817	+10%	+$183K	0.18%	107
2024 Q4	$1.79M	Sell	17,584 -4,033	-19%	-$402K	0.18%	107
2024 Q3	$2.07M	Buy	21,617 +18,359	+564%	+$1.69M	0.21%	99
2024 Q2	$302K	Buy	3,258 +2	+0.1%	+$172	0.05%	150
2024 Q1	$275K	Sell	3,256 -181	-5%	-$14.5K	0.04%	160
2023 Q4	$258K	Sell	3,437 -270	-7%	-$19.2K	0.04%	165
2023 Q3	$254K	Buy	3,707 +1,079	+41%	+$76.4K	0.04%	154
2023 Q2	$185K	Sell	2,628 -905	-26%	-$59.8K	0.06%	130
2023 Q1	$226K	Sell	3,533 -47,221	-93%	-$2.89M	0.04%	152
2022 Q4	$3.2M	Sell	50,754 -112,068	-69%	-$6.73M	0.22%	94
2022 Q3	$9.88M	Buy	+162,822	New	+$10.6M	0.72%	50
2022 Q1	$10.9M	Buy	+163,510	New	+$12.3M	0.76%	50

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

WealthPlan Investment Management's IVW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, selling an estimated $177K and leaving 31,298 shares worth $4.3M. The position accounts for 0.21% of the portfolio, ranked #95.

WealthPlan Investment Management first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WealthPlan Investment Management held 31,298 shares of iShares S&P 500 Growth ETF worth $4.3M as of Q2 2026.
WealthPlan Investment Management sold 1,344 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $177K.
iShares S&P 500 Growth ETF made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #95 holding.
WealthPlan Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's iShares S&P 500 Growth ETF position peaked at $10.9M in Q1 2022.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.