AFW
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Avantra Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avantra Family 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 		$1.47M Buy
+10,699
New +$1.41M 0.94% 24
2026
Q1 		– Sell
-13,678
Closed -$1.69M – 171
2025
Q4 		$1.69M Buy
13,678
+28
+0.2% +$3.43K 1.22% 15
2025
Q3 		$1.65M Buy
+13,650
New +$1.57M 1.23% 16
2025
Q1 		– Sell
-13,173
Closed -$1.34M – 158
2024
Q4 		$1.34M Buy
+13,173
New +$1.31M 1.25% 13

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 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

Avantra Family Wealth's IVW Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 10,699 shares worth $1.47M. The stake represents 0.94% of the portfolio and ranks #24 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in IVW as recently as Q4 2025.

Avantra Family Wealth first reported a position in IVW in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.69M in Q4 2025. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Avantra Family Wealth held 10,699 shares of iShares S&P 500 Growth ETF worth $1.47M as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Avantra Family Wealth position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.94% of Avantra Family Wealth's portfolio in Q2 2026, its #24 holding.
  • Avantra Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Avantra Family Wealth's iShares S&P 500 Growth ETF position peaked at $1.69M in Q4 2025.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.