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Aurora Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aurora Private Wealth’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 		$1.51M Buy
10,953
+151
+1% +$19.9K 0.96% 29
2026
Q1 		$1.26M Sell
10,802
-42
-0.4% -$5.05K 0.9% 30
2025
Q4 		$1.34M Buy
+10,844
New +$1.33M 0.88% 33
2025
Q2 		$1.28M Buy
11,641
+115
+1% +$11.4K 0.95% 26
2025
Q1 		$1.07M Buy
11,526
+3,992
+53% +$402K 0.85% 29
2024
Q4 		$765K Sell
7,534
-141
-2% -$14.1K 0.57% 48
2024
Q3 		$735K Buy
7,675
+3
+0% +$277 0.58% 49
2024
Q2 		$710K Sell
7,672
-149
-2% -$12.8K 0.62% 44
2024
Q1 		$661K Sell
7,821
-375
-5% -$30.1K 0.57% 53
2023
Q4 		$616K Sell
8,196
-197
-2% -$14K 0.58% 46
2023
Q3 		$574K Buy
8,393
+362
+5% +$25.6K 0.64% 46
2023
Q2 		$566K Sell
8,031
-1,067
-12% -$70.5K 0.64% 44
2023
Q1 		$581K Buy
9,098
+3,942
+76% +$241K 0.62% 45
2022
Q4 		$302K Sell
5,156
-2,584
-33% -$155K 0.35% 86
2022
Q3 		$448K Buy
7,740
+92
+1% +$5.98K 0.21% 75
2022
Q2 		$462K Sell
7,648
-3,990
-34% -$264K 0.21% 77
2022
Q1 		$889K Sell
11,638
-303
-3% -$22.8K 0.37% 53
2021
Q4 		$999K Sell
11,941
-298
-2% -$24K 0.43% 44
2021
Q3 		$905K Sell
12,239
-84
-0.7% -$6.4K 0.37% 59
2021
Q2 		$896K Buy
12,323
+4,928
+67% +$341K 0.36% 63
2021
Q1 		$482K Sell
7,395
-433
-6% -$28K 0.2% 106
2020
Q4 		$500K Sell
7,828
-1,100
-12% -$66.7K 0.21% 103
2020
Q3 		$516K Sell
8,928
-228
-2% -$12.9K 0.22% 89
2020
Q2 		$475K Sell
9,156
-15,364
-63% -$737K 0.22% 83
2020
Q1 		$1.01M Buy
24,520
+12,312
+101% +$582K 0.36% 60
2019
Q4 		$591K Buy
+12,208
New +$566K 0.21% 81

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
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
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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Aurora Private Wealth's IVW Position: Q2 2026 in Review

Aurora Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $19.9K and bringing the position to 10,953 shares worth $1.51M. The position accounts for 0.96% of the portfolio, ranked #29.

Aurora Private Wealth first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Aurora Private Wealth held 10,953 shares of iShares S&P 500 Growth ETF worth $1.51M as of Q2 2026.
  • Aurora Private Wealth bought 151 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.9K.
  • iShares S&P 500 Growth ETF made up 0.96% of Aurora Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Aurora Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.