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

WESPAC Advisors SoCal’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	–	Sell	-2,867	Closed	-$324K	–	127
2026 Q1	$324K	Buy	+2,867	New	+$345K	0.07%	100
2020 Q4	–	Sell	-3,372	Closed	-$201K	–	80
2020 Q3	$201K	Buy	+3,372	New	+$191K	0.1%	70
2019 Q4	–	Sell	-5,992	Closed	-$270K	–	85
2019 Q3	$270K	Sell	5,992 -500	-8%	-$22.6K	0.13%	69
2019 Q2	$290K	Hold	6,492	–	–	0.15%	66
2019 Q1	$279K	Buy	+6,492	New	+$266K	0.15%	69
2018 Q4	–	Hold	0	–	–	–	67
2018 Q3	–	Hold	0	–	–	–	125

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

WESPAC Advisors SoCal's IVW Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,867 shares — an estimated $324K sold.

WESPAC Advisors SoCal first reported a position in IVW in Q1 2019 and held it in 5 quarters. The position peaked at $324K in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WESPAC Advisors SoCal reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,867 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $324K.
WESPAC Advisors SoCal first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 5 quarters.
WESPAC Advisors SoCal's iShares S&P 500 Growth ETF position peaked at $324K in Q1 2026.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.