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Apeiron RIA’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apeiron RIA’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 		$11.2M Buy
81,595
+39,376
+93% +$5.2M 2.88% 7
2026
Q1 		$4.78M Sell
42,219
-34,619
-45% -$4.16M 1.11% 21
2025
Q4 		$9.55M Sell
76,838
-32,060
-29% -$3.92M 1.94% 13
2025
Q3 		$13.2M Buy
108,898
+26,052
+31% +$3M 2.96% 6
2025
Q2 		$9.12M Buy
82,846
+6,174
+8% +$611K 2.35% 11
2025
Q1 		$7.12M Sell
76,672
-55,353
-42% -$5.58M 2.15% 11
2024
Q4 		$13.4M Buy
132,025
+742
+0.6% +$74K 3.75% 4
2024
Q3 		$12.6M Buy
131,283
+14,657
+13% +$1.35M 3.6% 5
2024
Q2 		$10.8M Buy
116,626
+74,734
+178% +$6.44M 3.31% 5
2024
Q1 		$3.54M Buy
41,892
+9,858
+31% +$792K 1.02% 24
2023
Q4 		$2.41M Buy
32,034
+3,445
+12% +$245K 0.75% 34
2023
Q3 		$1.96M Buy
+28,589
New +$2.02M 0.67% 38

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
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apeiron RIA's IVW Position: Q2 2026 in Review

Apeiron RIA increased its iShares S&P 500 Growth ETF (IVW) stake by 93% in Q2 2026, buying an estimated $5.2M and bringing the position to 81,595 shares worth $11.2M. The position accounts for 2.88% of the portfolio, ranked #7.

Apeiron RIA first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q4 2024. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Apeiron RIA held 81,595 shares of iShares S&P 500 Growth ETF worth $11.2M as of Q2 2026.
  • Apeiron RIA bought 39,376 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.2M.
  • iShares S&P 500 Growth ETF made up 2.88% of Apeiron RIA's portfolio in Q2 2026, its #7 holding.
  • Apeiron RIA first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Apeiron RIA's iShares S&P 500 Growth ETF position peaked at $13.4M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.