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

WESPAC 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	$243K	Sell	1,769 -270	-13%	-$35.7K	0.12%	167
2026 Q1	$231K	Hold	2,039	–	–	0.13%	159
2025 Q4	$251K	Hold	2,039	–	–	0.14%	149
2025 Q3	$246K	Hold	2,039	–	–	0.14%	162
2025 Q2	$224K	Sell	2,039 -12,571	-86%	-$1.24M	0.16%	156
2025 Q1	$1.36M	Sell	14,610 -6,014	-29%	-$606K	1.11%	22
2024 Q4	$2.09M	Buy	20,624 +730	+4%	+$72.8K	1.54%	9
2024 Q3	$1.9M	Sell	19,894 -1,316	-6%	-$121K	1.41%	14
2024 Q2	$1.96M	Sell	21,210 -7,546	-26%	-$651K	1.54%	12
2024 Q1	$2.43M	Buy	28,756 +9,698	+51%	+$779K	1.41%	12
2023 Q4	$1.43M	Buy	+19,058	New	+$1.36M	0.99%	29
2022 Q1	–	Sell	-49,873	Closed	-$4.17M	–	127
2021 Q4	$4.17M	Sell	49,873 -986	-2%	-$79.4K	2.79%	1
2021 Q3	$3.76M	Buy	+50,859	New	+$3.88M	2.32%	2
2021 Q2	–	Sell	-19,192	Closed	-$1.25M	–	124
2021 Q1	$1.25M	Sell	19,192 -42	-0.2%	-$2.71K	0.93%	38
2020 Q4	$1.23M	Buy	19,234 +1,886	+11%	+$114K	0.95%	44
2020 Q3	$1M	Sell	17,348 -3,032	-15%	-$172K	1.24%	33
2020 Q2	$1.06M	Buy	+20,380	New	+$977K	1.2%	30
2018 Q4	–	Sell	-30,384	Closed	-$1.35M	–	140
2018 Q3	$1.35M	Buy	30,384 +8,696	+40%	+$374K	0.79%	47
2018 Q2	$882K	Sell	21,688 -10,144	-32%	-$407K	0.91%	34
2018 Q1	$1.23M	Buy	31,832 +20,960	+193%	+$836K	0.75%	45
2017 Q4	$415K	Sell	10,872 -10,996	-50%	-$411K	0.39%	82
2017 Q3	$784K	Sell	21,868 -744	-3%	-$26.2K	0.52%	60
2017 Q2	$774K	Buy	22,612 +7,368	+48%	+$250K	0.53%	60
2017 Q1	$501K	Buy	+15,244	New	+$489K	0.58%	59

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WESPAC Advisors's IVW Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, selling an estimated $35.7K and leaving 1,769 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #167.

WESPAC Advisors first reported a position in IVW in Q1 2017 and has held it in 24 quarters since. The position peaked at $4.17M in Q4 2021. 1,628 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WESPAC Advisors held 1,769 shares of iShares S&P 500 Growth ETF worth $243K as of Q2 2026.
WESPAC Advisors sold 270 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $35.7K.
iShares S&P 500 Growth ETF made up 0.12% of WESPAC Advisors's portfolio in Q2 2026, its #167 holding.
WESPAC Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 24 quarters since.
WESPAC Advisors's iShares S&P 500 Growth ETF position peaked at $4.17M in Q4 2021.
1,628 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.