5W
IVW icon

5T Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

5T Wealth’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 		$3.73M Sell
27,100
-2,013
-7% -$266K 1.39% 19
2026
Q1 		$3.29M Sell
29,113
-11
-0% -$1.32K 1.3% 24
2025
Q4 		$3.59M Buy
29,124
+663
+2% +$81.1K 1.43% 21
2025
Q3 		$3.44M Buy
28,461
+2,362
+9% +$272K 1.5% 20
2025
Q2 		$2.87M Buy
26,099
+1,030
+4% +$102K 1.37% 21
2025
Q1 		$2.33M Buy
25,069
+3,237
+15% +$326K 1.25% 24
2024
Q4 		$2.22M Buy
+21,832
New +$2.18M 1.21% 24

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

5T Wealth's IVW Position: Q2 2026 in Review

5T Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.9% in Q2 2026, selling an estimated $266K and leaving 27,100 shares worth $3.73M. The position accounts for 1.39% of the portfolio, ranked #19.

5T Wealth first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • 5T Wealth held 27,100 shares of iShares S&P 500 Growth ETF worth $3.73M as of Q2 2026.
  • 5T Wealth sold 2,013 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $266K.
  • iShares S&P 500 Growth ETF made up 1.39% of 5T Wealth's portfolio in Q2 2026, its #19 holding.
  • 5T Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.