WealthTrak Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthTrak Capital 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	$2.92M	Buy	21,221 +1,233	+6%	+$163K	1.92%	13
2026 Q1	$2.26M	Buy	19,988 +848	+4%	+$102K	1.61%	18
2025 Q4	$2.36M	Buy	19,140 +786	+4%	+$96.2K	1.69%	19
2025 Q3	$2.22M	Buy	18,354 +2,906	+19%	+$334K	1.82%	16
2025 Q2	$1.7M	Sell	15,448 -290	-2%	-$28.7K	1.42%	20
2025 Q1	$1.46M	Buy	15,738 +641	+4%	+$64.6K	1.26%	20
2024 Q4	$1.53M	Buy	+15,097	New	+$1.51M	1.3%	21

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

WealthTrak Capital Management's IVW Position: Q2 2026 in Review

WealthTrak Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, buying an estimated $163K and bringing the position to 21,221 shares worth $2.92M. The position accounts for 1.92% of the portfolio, ranked #13.

WealthTrak Capital Management 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.

WealthTrak Capital Management held 21,221 shares of iShares S&P 500 Growth ETF worth $2.92M as of Q2 2026.
WealthTrak Capital Management bought 1,233 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $163K.
iShares S&P 500 Growth ETF made up 1.92% of WealthTrak Capital Management's portfolio in Q2 2026, its #13 holding.
WealthTrak Capital Management 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 WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.