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

Balance 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	$1.25M	Buy	9,092 +586	+7%	+$77.4K	0.33%	57
2026 Q1	$962K	Buy	8,506 +34	+0.4%	+$4.09K	0.3%	65
2025 Q4	$1.04M	Sell	8,472 -44	-0.5%	-$5.38K	0.34%	64
2025 Q3	$1.03M	Sell	8,516 -203	-2%	-$23.3K	0.25%	62
2025 Q2	$960K	Sell	8,719 -9,747	-53%	-$965K	0.56%	47
2025 Q1	$1.71M	Buy	+18,466	New	+$1.86M	1.11%	27

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Balance Wealth's IVW Position: Q2 2026 in Review

Balance Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 6.9% in Q2 2026, buying an estimated $77.4K and bringing the position to 9,092 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #57.

Balance Wealth first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Balance Wealth held 9,092 shares of iShares S&P 500 Growth ETF worth $1.25M as of Q2 2026.
Balance Wealth bought 586 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $77.4K.
iShares S&P 500 Growth ETF made up 0.33% of Balance Wealth's portfolio in Q2 2026, its #57 holding.
Balance Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares S&P 500 Growth ETF position peaked at $1.71M in Q1 2025.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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