WWG
IVW icon

West Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

West Wealth Group’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 		$67M Buy
486,868
+17,749
+4% +$2.34M 10.95% 2
2026
Q1 		$53.1M Buy
469,119
+29,551
+7% +$3.55M 10.49% 1
2025
Q4 		$54.2M Buy
439,568
+18,499
+4% +$2.26M 11.24% 1
2025
Q3 		$50.7M Buy
421,069
+1,982
+0.5% +$228K 11.43% 1
2025
Q2 		$47.9M Sell
419,087
-123,805
-23% -$12.3M 11.92% 1
2025
Q1 		$50.8M Buy
542,892
+8,204
+2% +$827K 15% 1
2024
Q4 		$54.3M Buy
534,688
+22,711
+4% +$2.27M 16.2% 1
2024
Q3 		$49M Buy
511,977
+25,849
+5% +$2.39M 15.89% 1
2024
Q2 		$45M Buy
486,128
+56,712
+13% +$4.89M 15.91% 1
2024
Q1 		$36.3M Buy
429,416
+356,397
+488% +$28.6M 13.43% 2
2023
Q4 		$5.48M Buy
73,019
+3,078
+4% +$219K 2.16% 12
2023
Q3 		$4.79M Buy
+69,941
New +$4.95M 2.09% 12

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

West Wealth Group's IVW Position: Q2 2026 in Review

West Wealth Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, buying an estimated $2.34M and bringing the position to 486,868 shares worth $67M. The position accounts for 10.95% of the portfolio, ranked #2.

West Wealth Group first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • West Wealth Group held 486,868 shares of iShares S&P 500 Growth ETF worth $67M as of Q2 2026.
  • West Wealth Group bought 17,749 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.34M.
  • iShares S&P 500 Growth ETF made up 10.95% of West Wealth Group's portfolio in Q2 2026, its #2 holding.
  • West Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.