American Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17M Sell
123,649
-68
-0.1% -$8.98K 15.96% 2
2026
Q1
$14M Sell
123,717
-3,256
-3% -$392K 14.58% 2
2025
Q4
$15.7M Sell
126,973
-1,248
-1% -$153K 15.37% 2
2025
Q3
$15.5M Buy
+128,221
New +$14.7M 15.31% 2

Other funds holding IVW

American Wealth Advisors's IVW Position: Q2 2026 in Review

American Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q2 2026, selling an estimated $8.98K and leaving 123,649 shares worth $17M. The position accounts for 15.96% of the portfolio, ranked #2.

American Wealth Advisors first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • American Wealth Advisors held 123,649 shares of iShares S&P 500 Growth ETF worth $17M as of Q2 2026.
  • American Wealth Advisors sold 68 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.98K.
  • iShares S&P 500 Growth ETF made up 15.96% of American Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • American Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.