BZWA
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Blue Zone Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blue Zone 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 		$16.7M Buy
121,365
+1,281
+1% +$169K 2.91% 9
2026
Q1 		$13.6M Buy
120,084
+2,561
+2% +$308K 2.76% 8
2025
Q4 		$14.5M Buy
117,523
+3,222
+3% +$394K 2.77% 7
2025
Q3 		$13.8M Buy
114,301
+4,211
+4% +$484K 2.75% 7
2025
Q2 		$12.1M Sell
110,090
-1,065
-1% -$105K 3.03% 3
2025
Q1 		$10.3M Buy
111,155
+839
+0.8% +$84.6K 2.87% 4
2024
Q4 		$11.2M Sell
110,316
-2,722
-2% -$272K 3.23% 4
2024
Q3 		$10.8M Sell
113,038
-7,908
-7% -$730K 3.37% 3
2024
Q2 		$11.2M Sell
120,946
-9,608
-7% -$828K 3.86% 2
2024
Q1 		$11M Sell
130,554
-4,785
-4% -$384K 3.79% 2
2023
Q4 		$10.2M Sell
135,339
-2,957
-2% -$210K 4.06% 3
2023
Q3 		$9.46M Sell
138,296
-1,594
-1% -$113K 4.15% 2
2023
Q2 		$9.86M Sell
139,890
-20,724
-13% -$1.37M 4.55% 3
2023
Q1 		$10.3M Sell
160,614
-63,533
-28% -$3.88M 5.49% 2
2022
Q4 		$13.1M Sell
224,147
-3,517
-2% -$211K 7% 2
2022
Q3 		$13.2M Sell
227,664
-22,917
-9% -$1.49M 6.82% 2
2022
Q2 		$15.1M Buy
250,581
+1,080
+0.4% +$71.5K 6.86% 2
2022
Q1 		$19.1M Sell
249,501
-28,306
-10% -$2.13M 7.11% 2
2021
Q4 		$23.2M Sell
277,807
-2,805
-1% -$226K 7.68% 2
2021
Q3 		$20.7M Buy
280,612
+12,052
+4% +$919K 7.19% 2
2021
Q2 		$19.5M Sell
268,560
-4,748
-2% -$329K 7.33% 2
2021
Q1 		$17.8M Sell
273,308
-5,834
-2% -$377K 7.57% 2
2020
Q4 		$17.8M Buy
279,142
+2,566
+0.9% +$156K 8.6% 2
2020
Q3 		$16M Sell
276,576
-25,656
-8% -$1.45M 9.02% 2
2020
Q2 		$15.7M Buy
302,232
+128,532
+74% +$6.16M 8.75% 3
2020
Q1 		$7.17M Buy
173,700
+24,732
+17% +$1.17M 6.72% 6
2019
Q4 		$7.21M Buy
+148,968
New +$6.91M 4.65% 10

Other funds holding IVW

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
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

Blue Zone Wealth Advisors's IVW Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, buying an estimated $169K and bringing the position to 121,365 shares worth $16.7M. The position accounts for 2.91% of the portfolio, ranked #9.

Blue Zone Wealth Advisors first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.2M in Q4 2021. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Blue Zone Wealth Advisors held 121,365 shares of iShares S&P 500 Growth ETF worth $16.7M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 1,281 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $169K.
  • iShares S&P 500 Growth ETF made up 2.91% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Blue Zone Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Blue Zone Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $23.2M in Q4 2021.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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