4WM
IVW icon

4J Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

4J 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 		$1.11M Sell
8,061
-400
-5% -$52.8K 0.54% 32
2026
Q1 		$957K Sell
8,461
-16
-0.2% -$1.92K 0.54% 33
2025
Q4 		$1.04M Hold
8,477
– – 0.6% 30
2025
Q3 		$1.02M Buy
8,477
+10
+0.1% +$1.15K 0.6% 32
2025
Q2 		$932K Sell
8,467
-111
-1% -$11K 0.63% 30
2025
Q1 		$796K Buy
8,578
+100
+1% +$10.1K 0.63% 33
2024
Q4 		$861K Sell
8,478
-10
-0.1% -$998 0.7% 30
2024
Q3 		$813K Hold
8,488
– – 0.63% 32
2024
Q2 		$785K Sell
8,488
-50
-0.6% -$4.31K 0.65% 31
2024
Q1 		$721K Sell
8,538
-185
-2% -$14.9K 0.62% 35
2023
Q4 		$655K Sell
8,723
-1,139
-12% -$81.1K 0.6% 36
2023
Q3 		$675K Sell
9,862
-443
-4% -$31.4K 0.67% 33
2023
Q2 		$726K Sell
10,305
-290
-3% -$19.2K 0.7% 34
2023
Q1 		$677K Sell
10,595
-960
-8% -$58.7K 0.73% 32
2022
Q4 		$676K Sell
11,555
-395
-3% -$23.7K 0.79% 32
2022
Q3 		$691K Sell
11,950
-245
-2% -$15.9K 0.88% 29
2022
Q2 		$736K Sell
12,195
-1,034
-8% -$68.4K 0.93% 30
2022
Q1 		$1.01M Sell
13,229
-100
-0.8% -$7.51K 0.88% 28
2021
Q4 		$1.11M Sell
13,329
-200
-1% -$16.1K 0.94% 27
2021
Q3 		$1M Sell
13,529
-4,175
-24% -$318K 0.87% 32
2021
Q2 		$1.29M Sell
17,704
-384
-2% -$26.6K 1.12% 26
2021
Q1 		$1.18M Hold
18,088
– – 1.1% 29
2020
Q4 		$1.15M Buy
+18,088
New +$1.1M 1.11% 28

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

4J Wealth Management's IVW Position: Q2 2026 in Review

4J Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q2 2026, selling an estimated $52.8K and leaving 8,061 shares worth $1.11M. The position accounts for 0.54% of the portfolio, ranked #32.

4J Wealth Management first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • 4J Wealth Management held 8,061 shares of iShares S&P 500 Growth ETF worth $1.11M as of Q2 2026.
  • 4J Wealth Management sold 400 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $52.8K.
  • iShares S&P 500 Growth ETF made up 0.54% of 4J Wealth Management's portfolio in Q2 2026, its #32 holding.
  • 4J Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.29M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.