Western Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Western Wealth 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	$32.1M	Sell	233,092 -2,269	-1%	-$300K	1.05%	15
2026 Q1	$26.6M	Buy	235,361 +18,491	+9%	+$2.22M	1.01%	16
2025 Q4	$26.7M	Sell	216,870 -2,779	-1%	-$340K	1.23%	14
2025 Q3	$26.5M	Sell	219,649 -2,059	-0.9%	-$237K	1.4%	12
2025 Q2	$24.4M	Sell	221,708 -2,914	-1%	-$288K	1.45%	12
2025 Q1	$20.9M	Sell	224,622 -16,698	-7%	-$1.68M	1.38%	13
2024 Q4	$24.5M	Sell	241,320 -3,227	-1%	-$322K	1.31%	12
2024 Q3	$23.4M	Buy	244,547 +17,894	+8%	+$1.65M	1.33%	11
2024 Q2	$21M	Sell	226,653 -3,110	-1%	-$268K	1.55%	13
2024 Q1	$19.4M	Sell	229,763 -5,395	-2%	-$433K	1.51%	14
2023 Q4	$17.7M	Buy	235,158 +5,675	+2%	+$404K	1.27%	12
2023 Q3	$15.7M	Buy	229,483 +6,320	+3%	+$447K	1.33%	13
2023 Q2	$15.7M	Buy	223,163 +4,562	+2%	+$302K	1.34%	12
2023 Q1	$14M	Sell	218,601 -6,407	-3%	-$392K	1.3%	11
2022 Q4	$13.2M	Sell	225,008 -227,613	-50%	-$13.7M	1.35%	10
2022 Q3	$26.2M	Sell	452,621 -4,705	-1%	-$306K	1.5%	10
2022 Q2	$27.6M	Sell	457,326 -26,652	-6%	-$1.76M	1.58%	8
2022 Q1	$37M	Buy	483,978 +217,299	+81%	+$16.3M	1.79%	6
2021 Q4	$22.3M	Buy	+266,679	New	+$21.5M	2.2%	4
2021 Q2	$20.6M	Sell	283,767 -2,753	-1%	-$191K	2.12%	5
2021 Q1	$18.7M	Sell	286,520 -9,670	-3%	-$625K	2.51%	5
2020 Q4	$18.9M	Sell	296,190 -6,698	-2%	-$406K	2.77%	4
2020 Q3	$17.5M	Buy	302,888 +944	+0.3%	+$53.4K	2.86%	4
2020 Q2	$15.7M	Buy	301,944 +15,412	+5%	+$739K	2.84%	4
2020 Q1	$11.8M	Buy	286,532 +64	+0%	+$3.03K	2.71%	5
2019 Q4	$13.9M	Buy	286,468 +680	+0.2%	+$31.5K	2.1%	5
2019 Q3	$12.9M	Buy	285,788 +280	+0.1%	+$12.7K	2.68%	4
2019 Q2	$12.8M	Buy	285,508 +1,640	+0.6%	+$72.1K	1.68%	18
2019 Q1	$12.2M	Sell	283,868 -1,192	-0.4%	-$48.8K	2.72%	5
2018 Q4	$10.7M	Buy	+285,060	New	+$11.5M	2.89%	3

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

Western Wealth Management's IVW Position: Q2 2026 in Review

Western Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.96% in Q2 2026, selling an estimated $300K and leaving 233,092 shares worth $32.1M. The position accounts for 1.05% of the portfolio, ranked #15.

Western Wealth Management first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $37M in Q1 2022. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Western Wealth Management held 233,092 shares of iShares S&P 500 Growth ETF worth $32.1M as of Q2 2026.
Western Wealth Management sold 2,269 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $300K.
iShares S&P 500 Growth ETF made up 1.05% of Western Wealth Management's portfolio in Q2 2026, its #15 holding.
Western Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares S&P 500 Growth ETF position peaked at $37M in Q1 2022.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.