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

Williams Jones 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	$1.09M	Buy	7,935 +1,597	+25%	+$211K	0.01%	259
2026 Q1	$717K	Hold	6,338	–	–	0.01%	304
2025 Q4	$781K	Hold	6,338	–	–	0.01%	292
2025 Q3	$765K	Hold	6,338	–	–	0.01%	292
2025 Q2	$698K	Hold	6,338	–	–	0.01%	299
2025 Q1	$588K	Hold	6,338	–	–	0.01%	314
2024 Q4	$643K	Hold	6,338	–	–	0.01%	307
2024 Q3	$607K	Sell	6,338 -80	-1%	-$7.39K	0.01%	319
2024 Q2	$594K	Hold	6,418	–	–	0.01%	320
2024 Q1	$542K	Hold	6,418	–	–	0.01%	341
2023 Q4	$482K	Hold	6,418	–	–	0.01%	350
2023 Q3	$439K	Hold	6,418	–	–	0.01%	357
2023 Q2	$452K	Hold	6,418	–	–	0.01%	369
2023 Q1	$410K	Hold	6,418	–	–	0.01%	400
2022 Q4	$375K	Hold	6,418	–	–	0.01%	408
2022 Q3	$371K	Hold	6,418	–	–	0.01%	410
2022 Q2	$387K	Sell	6,418 -1,856	-22%	-$123K	0.01%	407
2022 Q1	$632K	Hold	8,274	–	–	0.01%	318
2021 Q4	$692K	Hold	8,274	–	–	0.01%	287
2021 Q3	$612K	Hold	8,274	–	–	0.01%	301
2021 Q2	$602K	Buy	8,274 +1,714	+26%	+$119K	0.01%	297
2021 Q1	$427K	Hold	6,560	–	–	0.01%	334
2020 Q4	$419K	Buy	6,560 +2,740	+72%	+$166K	0.01%	312
2020 Q3	$221K	Buy	+3,820	New	+$216K	﹤0.01%	380
2020 Q1	–	Sell	-5,580	Closed	-$270K	–	411
2019 Q4	$270K	Hold	5,580	–	–	0.01%	377
2019 Q3	$251K	Buy	+5,580	New	+$252K	0.01%	375

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

Williams Jones Wealth Management's IVW Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q2 2026, buying an estimated $211K and bringing the position to 7,935 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #259.

Williams Jones Wealth Management first reported a position in IVW in Q3 2019 and has held it in 26 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Williams Jones Wealth Management held 7,935 shares of iShares S&P 500 Growth ETF worth $1.09M as of Q2 2026.
Williams Jones Wealth Management bought 1,597 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $211K.
iShares S&P 500 Growth ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #259 holding.
Williams Jones Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 26 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.