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Avid Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avid Wealth Partners’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 		$9.1M Sell
66,139
-30,447
-32% -$4.02M 4.4% 8
2026
Q1 		$10.9M Buy
96,586
+6,452
+7% +$776K 5.16% 6
2025
Q4 		$11.1M Sell
90,134
-31,142
-26% -$3.81M 5.43% 6
2025
Q3 		$14.6M Buy
121,276
+2,333
+2% +$268K 7.28% 5
2025
Q2 		$13.1M Buy
118,943
+11,915
+11% +$1.18M 7.49% 4
2025
Q1 		$9.94M Sell
107,028
-6,724
-6% -$678K 6.74% 3
2024
Q4 		$11.5M Buy
113,752
+1,185
+1% +$118K 8.21% 4
2024
Q3 		$10.8M Sell
112,567
-10,132
-8% -$935K 7.63% 4
2024
Q2 		$11.4M Buy
122,699
+61,526
+101% +$5.3M 8.82% 3
2024
Q1 		$5.17M Buy
+61,173
New +$4.91M 4.15% 10

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Avid Wealth Partners's IVW Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 32% in Q2 2026, selling an estimated $4.02M and leaving 66,139 shares worth $9.1M. The position accounts for 4.4% of the portfolio, ranked #8.

Avid Wealth Partners first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6M in Q3 2025. 1,267 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Avid Wealth Partners held 66,139 shares of iShares S&P 500 Growth ETF worth $9.1M as of Q2 2026.
  • Avid Wealth Partners sold 30,447 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.02M.
  • iShares S&P 500 Growth ETF made up 4.4% of Avid Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Avid Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Avid Wealth Partners's iShares S&P 500 Growth ETF position peaked at $14.6M in Q3 2025.
  • 1,267 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.