Avity Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avity Investment Management’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	$217K	Buy	+1,575	New	+$208K	0.01%	115
2025 Q3	–	Sell	-2,695	Closed	-$297K	–	111
2025 Q2	$297K	Hold	2,695	–	–	0.02%	93
2025 Q1	$250K	Hold	2,695	–	–	0.02%	94
2024 Q4	$274K	Hold	2,695	–	–	0.02%	93
2024 Q3	$258K	Hold	2,695	–	–	0.02%	97
2024 Q2	$249K	Hold	2,695	–	–	0.02%	97
2024 Q1	$228K	Hold	2,695	–	–	0.02%	102
2023 Q4	$202K	Buy	+2,695	New	+$192K	0.02%	105
2022 Q2	–	Sell	-2,695	Closed	-$206K	–	90
2022 Q1	$206K	Hold	2,695	–	–	0.02%	88
2021 Q4	$225K	Buy	+2,695	New	+$217K	0.02%	87

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Avity Investment Management's IVW Position: Q2 2026 in Review

Avity Investment Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,575 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #115 among its holdings. This is a return to the name: Avity Investment Management previously reported a position in IVW as recently as Q2 2025.

Avity Investment Management first reported a position in IVW in Q4 2021 and has held it in 10 quarters since. The position peaked at $297K in Q2 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Avity Investment Management held 1,575 shares of iShares S&P 500 Growth ETF worth $217K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Avity Investment Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Avity Investment Management's portfolio in Q2 2026, its #115 holding.
Avity Investment Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Avity Investment Management's iShares S&P 500 Growth ETF position peaked at $297K in Q2 2025.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.