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

BCU Wealth Advisors’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 		$4.23M Buy
30,732
+727
+2% +$96K 1.4% 10
2026
Q1 		$3.39M Buy
30,005
+1,482
+5% +$178K 1.27% 12
2025
Q4 		$3.52M Sell
28,523
-569
-2% -$69.6K 1.35% 12
2025
Q3 		$3.51M Sell
29,092
-3,348
-10% -$385K 1.42% 11
2025
Q2 		$3.57M Buy
32,440
+2,974
+10% +$294K 1.6% 9
2025
Q1 		$2.74M Buy
29,466
+4,694
+19% +$473K 1.42% 10
2024
Q4 		$2.52M Sell
24,772
-1,133
-4% -$113K 1.44% 10
2024
Q3 		$2.48M Buy
25,905
+634
+3% +$58.5K 1.48% 10
2024
Q2 		$2.34M Buy
25,271
+11,078
+78% +$955K 1.73% 10
2024
Q1 		$1.2M Buy
14,193
+9,321
+191% +$749K 1.02% 15
2023
Q4 		$366K Buy
+4,872
New +$347K 0.4% 34

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
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
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

BCU Wealth Advisors's IVW Position: Q2 2026 in Review

BCU Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, buying an estimated $96K and bringing the position to 30,732 shares worth $4.23M. The position accounts for 1.4% of the portfolio, ranked #10.

BCU Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • BCU Wealth Advisors held 30,732 shares of iShares S&P 500 Growth ETF worth $4.23M as of Q2 2026.
  • BCU Wealth Advisors bought 727 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $96K.
  • iShares S&P 500 Growth ETF made up 1.4% of BCU Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • BCU Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.