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

West Paces 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	$1.98M	Buy	14,404 +1,456	+11%	+$192K	0.33%	42
2026 Q1	$1.46M	Buy	12,948 +41	+0.3%	+$4.93K	0.28%	44
2025 Q4	$1.59M	Buy	12,907 +1,556	+14%	+$190K	0.31%	40
2025 Q3	$1.37M	Buy	11,351 +2,361	+26%	+$272K	0.27%	46
2025 Q2	$990K	Buy	8,990 +450	+5%	+$44.5K	0.21%	58
2025 Q1	$793K	Buy	8,540 +1,410	+20%	+$142K	0.18%	66
2024 Q4	$724K	Buy	7,130 +775	+12%	+$77.3K	0.18%	65
2024 Q3	$608K	Buy	6,355 +1,000	+19%	+$92.3K	0.15%	70
2024 Q2	$496K	Buy	5,355 +628	+13%	+$54.1K	0.13%	73
2024 Q1	$399K	Buy	4,727 +4,676	+9,169%	+$376K	0.11%	93
2023 Q4	$3.83K	Hold	51	–	–	﹤0.01%	424
2023 Q3	$3.47K	Hold	51	–	–	﹤0.01%	408
2023 Q2	$3.57K	Hold	51	–	–	﹤0.01%	432
2023 Q1	$3.23K	Buy	51 +1	+2%	+$61	﹤0.01%	445
2022 Q4	$2.95K	Hold	50	–	–	﹤0.01%	421
2022 Q3	$2.9K	Sell	50 -548	-92%	-$35.6K	﹤0.01%	419
2022 Q2	$36.1K	Buy	598 +548	+1,096%	+$36.3K	0.01%	243
2022 Q1	$3.83K	Hold	50	–	–	﹤0.01%	433
2021 Q4	$4.18K	Buy	+50	New	+$4.03K	﹤0.01%	447

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

West Paces Advisors's IVW Position: Q2 2026 in Review

West Paces Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $192K and bringing the position to 14,404 shares worth $1.98M. The position accounts for 0.33% of the portfolio, ranked #42.

West Paces Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

West Paces Advisors held 14,404 shares of iShares S&P 500 Growth ETF worth $1.98M as of Q2 2026.
West Paces Advisors bought 1,456 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $192K.
iShares S&P 500 Growth ETF made up 0.33% of West Paces Advisors's portfolio in Q2 2026, its #42 holding.
West Paces Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.