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

Wealthstar 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	$639K	Buy	4,646 +207	+5%	+$27.3K	0.19%	73
2026 Q1	$502K	Buy	4,439 +45	+1%	+$5.41K	0.24%	85
2025 Q4	$542K	Sell	4,394 -13	-0.3%	-$1.59K	0.24%	82
2025 Q3	$532K	Sell	4,407 -134	-3%	-$15.4K	0.21%	90
2025 Q2	$500K	Buy	4,541 +2,376	+110%	+$235K	0.19%	97
2025 Q1	$201K	Buy	2,165 +41	+2%	+$4.13K	0.09%	131
2024 Q4	$216K	Buy	+2,124	New	+$212K	0.09%	123
2022 Q1	–	Sell	-2,460	Closed	-$205K	–	97
2021 Q4	$205K	Sell	2,460 -59,681	-96%	-$4.81M	0.07%	81
2021 Q3	$4.59M	Buy	+62,141	New	+$4.74M	1.39%	13

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

Wealthstar Advisors's IVW Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q2 2026, buying an estimated $27.3K and bringing the position to 4,646 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #73.

Wealthstar Advisors first reported a position in IVW in Q3 2021 and has held it in 9 quarters since. The position peaked at $4.59M in Q3 2021. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wealthstar Advisors held 4,646 shares of iShares S&P 500 Growth ETF worth $639K as of Q2 2026.
Wealthstar Advisors bought 207 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $27.3K.
iShares S&P 500 Growth ETF made up 0.19% of Wealthstar Advisors's portfolio in Q2 2026, its #73 holding.
Wealthstar Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 9 quarters since.
Wealthstar Advisors's iShares S&P 500 Growth ETF position peaked at $4.59M in Q3 2021.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.