AWM
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Accurate Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Accurate 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 		$630K Buy
4,548
+18
+0.4% +$2.38K 0.06% 297
2026
Q1 		$547K Sell
4,530
-482
-10% -$58K 0.07% 297
2025
Q4 		$625K Sell
5,012
-102
-2% -$12.5K 0.08% 257
2025
Q3 		$613K Buy
5,114
+71
+1% +$8.17K 0.08% 256
2025
Q2 		$560K Sell
5,043
-671
-12% -$66.4K 0.09% 241
2025
Q1 		$516K Sell
5,714
-2,535
-31% -$256K 0.1% 203
2024
Q4 		$834K Sell
8,249
-411
-5% -$41K 0.16% 142
2024
Q3 		$838K Buy
8,660
+5,486
+173% +$506K 0.17% 133
2024
Q2 		$305K Buy
3,174
+407
+15% +$35.1K 0.07% 233
2024
Q1 		$219K Sell
2,767
-47
-2% -$3.78K 0.06% 271
2023
Q4 		$213K Sell
2,814
-343
-11% -$24.4K 0.07% 255
2023
Q3 		$222K Sell
3,157
-299
-9% -$21.2K 0.07% 241
2023
Q2 		$246K Sell
3,456
-256
-7% -$16.9K 0.08% 228
2023
Q1 		$238K Sell
3,712
-10
-0.3% -$611 0.08% 219
2022
Q4 		$219K Buy
3,722
+440
+13% +$26.4K 0.08% 205
2022
Q3 		$340K Sell
3,282
-1,260
-28% -$81.9K 0.14% 124
2022
Q2 		$283K Sell
4,542
-11
-0.2% -$728 0.15% 112
2022
Q1 		$348K Buy
4,553
+2,561
+129% +$192K 0.16% 115
2021
Q4 		$356K Hold
1,992
– – 0.29% 93
2021
Q3 		$340K Sell
1,992
-2,137
-52% -$163K 0.3% 96
2021
Q2 		$300K Buy
+4,129
New +$286K 0.26% 95

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management's IVW Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.4% in Q2 2026, buying an estimated $2.38K and bringing the position to 4,548 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #297.

Accurate Wealth Management first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. The position peaked at $838K in Q3 2024. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Accurate Wealth Management held 4,548 shares of iShares S&P 500 Growth ETF worth $630K as of Q2 2026.
  • Accurate Wealth Management bought 18 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.38K.
  • iShares S&P 500 Growth ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Accurate Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's iShares S&P 500 Growth ETF position peaked at $838K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.