WCAMG
IVW icon

Woodard & Company Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Woodard & Company Asset Management 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 		– Sell
-492
Closed -$55.6K – 176
2026
Q1 		$55.6K Buy
+492
New +$59.2K 0.01% 138
2018
Q4 		– Sell
-316
Closed -$14K – 123
2018
Q3 		$14K Buy
+316
New +$13.6K 0.01% 141

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

Woodard & Company Asset Management Group's IVW Position: Q2 2026 in Review

Woodard & Company Asset Management Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 492 shares — an estimated $55.6K sold.

Woodard & Company Asset Management Group first reported a position in IVW in Q3 2018 and held it in 2 quarters. The position peaked at $55.6K in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Woodard & Company Asset Management Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 492 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $55.6K.
  • Woodard & Company Asset Management Group first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's iShares S&P 500 Growth ETF position peaked at $55.6K in Q1 2026.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.