Abundance Wealth Counselors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Abundance Wealth Counselors’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	$223K	Buy	+1,620	New	+$214K	0.01%	279

Other funds holding IVW

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Abundance Wealth Counselors's IVW Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,620 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Abundance Wealth Counselors held 1,620 shares of iShares S&P 500 Growth ETF worth $223K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Abundance Wealth Counselors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #279 holding.
686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.