World Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

World Investment 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	$31.3M	Sell	254,859 -2,591	-1%	-$342K	0.52%	36
2026 Q1	$29.1M	Sell	257,450 -273,458	-52%	-$32.9M	0.47%	40
2025 Q4	$65.4M	Sell	530,908 -199,082	-27%	-$24.4M	1.06%	10
2025 Q3	$88.1M	Sell	729,990 -14,026	-2%	-$1.61M	1.8%	5
2025 Q2	$81.9M	Buy	744,016 +380,049	+104%	+$37.6M	1.86%	5
2025 Q1	$33.8M	Sell	363,967 -223,902	-38%	-$22.6M	0.88%	15
2024 Q4	$59.7M	Buy	587,869 +315,896	+116%	+$31.5M	1.63%	5
2024 Q3	$26M	Sell	271,973 -131,936	-33%	-$12.2M	0.82%	16
2024 Q2	$46.9M	Sell	403,909 -24,674	-6%	-$2.13M	2.92%	3
2024 Q1	$36.2M	Sell	428,583 -82,836	-16%	-$6.66M	5.18%	1
2023 Q4	$38.4M	Buy	511,419 +427,022	+506%	+$30.4M	4.99%	1
2023 Q3	$5.79M	Sell	84,397 -350,367	-81%	-$24.8M	1.15%	20
2023 Q2	$30.6M	Buy	434,764 +28,362	+7%	+$1.87M	5.93%	2
2023 Q1	$26M	Buy	406,402 +373,255	+1,126%	+$22.8M	5.41%	2
2022 Q4	$1.94M	Sell	33,147 -355,103	-91%	-$21.3M	0.44%	44
2022 Q3	$22.5M	Buy	388,250 +13,368	+4%	+$869K	5.33%	4
2022 Q2	$25.9M	Buy	374,882 +332,317	+781%	+$22M	5.43%	2
2022 Q1	$3.25M	Sell	42,565 -3,945	-8%	-$296K	0.67%	29
2021 Q4	$3.53M	Sell	46,510 -301,211	-87%	-$24.3M	0.74%	27
2021 Q3	$25.7M	Buy	347,721 +19,678	+6%	+$1.5M	5.82%	3
2021 Q2	$23.9M	Sell	328,043 -166,815	-34%	-$11.5M	5.46%	3
2021 Q1	$33M	Buy	494,858 +456,109	+1,177%	+$29.5M	7.95%	2
2020 Q4	$2.61M	Sell	38,749 -327,799	-89%	-$19.9M	0.66%	29
2020 Q3	$21.2M	Buy	366,548 +5,896	+2%	+$334K	7.25%	1
2020 Q2	$20.6M	Buy	360,652 +23,888	+7%	+$1.15M	7.21%	2
2020 Q1	$13.9M	Buy	336,764 +9,456	+3%	+$447K	6.45%	3
2019 Q4	$15.8M	Buy	327,308 +320,488	+4,699%	+$14.9M	6.18%	2
2019 Q3	$307K	Sell	6,820 -518,308	-99%	-$23.4M	0.13%	99
2019 Q2	$23M	Buy	525,128 +41,752	+9%	+$1.84M	10.13%	1
2019 Q1	$20.8M	Buy	483,376 +474,276	+5,212%	+$19.4M	9.48%	1
2018 Q4	$369K	Buy	+9,100	New	+$368K	0.17%	85

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

World Investment Advisors's IVW Position: Q2 2026 in Review

World Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $342K and leaving 254,859 shares worth $31.3M. The position accounts for 0.52% of the portfolio, ranked #36.

World Investment Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $88.1M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

World Investment Advisors held 254,859 shares of iShares S&P 500 Growth ETF worth $31.3M as of Q2 2026.
World Investment Advisors sold 2,591 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $342K.
iShares S&P 500 Growth ETF made up 0.52% of World Investment Advisors's portfolio in Q2 2026, its #36 holding.
World Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
World Investment Advisors's iShares S&P 500 Growth ETF position peaked at $88.1M in Q3 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.