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

Yanni & Associates 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 		$6.34M Sell
46,063
-422
-0.9% -$55.7K 5.85% 5
2026
Q1 		$5.26M Sell
46,485
-11
-0% -$1.32K 5.45% 6
2025
Q4 		$5.73M Buy
+46,496
New +$5.69M 5.73% 5

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

Yanni & Associates Investment Advisors's IVW Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.91% in Q2 2026, selling an estimated $55.7K and leaving 46,063 shares worth $6.34M. The position accounts for 5.85% of the portfolio, ranked #5.

Yanni & Associates Investment Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Yanni & Associates Investment Advisors held 46,063 shares of iShares S&P 500 Growth ETF worth $6.34M as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 422 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $55.7K.
  • iShares S&P 500 Growth ETF made up 5.85% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.