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

Activest 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 		– Sell
-6,950
Closed -$786K – 1429
2026
Q1 		$786K Hold
6,950
– – 0.14% 62
2025
Q4 		$857K Buy
6,950
+3,553
+105% +$435K 0.16% 60
2025
Q3 		$410K Buy
+3,397
New +$391K 0.08% 86

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

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

Activest Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 6,950 shares — an estimated $786K sold.

Activest Wealth Management first reported a position in IVW in Q3 2025 and held it in 3 quarters. The position peaked at $857K in Q4 2025. 900 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 6,950 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $786K.
  • Activest Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Activest Wealth Management's iShares S&P 500 Growth ETF position peaked at $857K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.