Westside Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Westside Investment 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	$86.6K	Hold	630	–	–	0.01%	462
2026 Q1	$71.3K	Buy	630 +75	+14%	+$9.02K	0.01%	484
2025 Q4	$68.4K	Hold	555	–	–	0.01%	472
2025 Q3	$67K	Hold	555	–	–	0.01%	473
2025 Q2	$61.1K	Hold	555	–	–	0.01%	427
2025 Q1	$51.5K	Buy	555 +75	+16%	+$7.56K	0.01%	401
2024 Q4	$48.7K	Hold	480	–	–	0.01%	412
2024 Q3	$46K	Hold	480	–	–	0.01%	415
2024 Q2	$44.4K	Hold	480	–	–	0.01%	403
2024 Q1	$40.5K	Hold	480	–	–	0.01%	407
2023 Q4	$36K	Hold	480	–	–	0.01%	403
2023 Q3	$32.8K	Hold	480	–	–	0.01%	406
2023 Q2	$33.8K	Hold	480	–	–	0.01%	415
2023 Q1	$30.7K	Hold	480	–	–	0.01%	432
2022 Q4	$28	Buy	+480	New	+$28.8K	﹤0.01%	485
2019 Q2	$108	Buy	+2,432	New	+$107K	﹤0.01%	243
2018 Q4	$91.6K	Sell	2,432 -8,484	-78%	-$343K	0.03%	222
2018 Q3	$249K	Buy	10,916 +8,484	+349%	+$365K	0.08%	130
2018 Q2	$99.5K	Hold	2,432	–	–	0.04%	229
2018 Q1	$92K	Hold	2,432	–	–	0.05%	223
2017 Q4	$96K	Hold	2,432	–	–	0.05%	222
2017 Q3	$88.3K	Hold	2,432	–	–	0.05%	212
2017 Q2	$83.6K	Hold	2,432	–	–	0.05%	217
2017 Q1	$79.8K	Buy	+2,432	New	+$78K	0.04%	215

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

Westside Investment Management's IVW Position: Q2 2026 in Review

Westside Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 630 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #462.

Westside Investment Management first reported a position in IVW in Q1 2017 and has held it in 24 quarters since. The position peaked at $249K in Q3 2018. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Westside Investment Management held 630 shares of iShares S&P 500 Growth ETF worth $86.6K as of Q2 2026.
Westside Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #462 holding.
Westside Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 24 quarters since.
Westside Investment Management's iShares S&P 500 Growth ETF position peaked at $249K in Q3 2018.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.