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

Westover Capital 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	$539K	Hold	3,920	–	–	0.09%	144
2026 Q1	$443K	Hold	3,920	–	–	0.08%	158
2025 Q4	$483K	Hold	3,920	–	–	0.09%	155
2025 Q3	$473K	Hold	3,920	–	–	0.09%	149
2025 Q2	$432K	Hold	3,920	–	–	0.09%	157
2025 Q1	$364K	Buy	+3,920	New	+$395K	0.08%	170

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

Westover Capital Advisors's IVW Position: Q2 2026 in Review

Westover Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,920 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #144.

Westover Capital Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Westover Capital Advisors held 3,920 shares of iShares S&P 500 Growth ETF worth $539K as of Q2 2026.
Westover Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.09% of Westover Capital Advisors's portfolio in Q2 2026, its #144 holding.
Westover Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.