Brady Martz Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brady Martz Wealth Solutions’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	$368K	Buy	2,672 +1	+0%	+$132	0.06%	161
2026 Q1	$302K	Buy	2,671 +2	+0.1%	+$241	0.05%	159
2025 Q4	$329K	Hold	2,669	–	–	0.06%	153
2025 Q3	$322K	Sell	2,669 -330	-11%	-$38K	0.06%	135
2025 Q2	$330K	Sell	2,999 -3	-0.1%	-$297	0.06%	132
2025 Q1	$279K	Buy	3,002 +1	+0%	+$101	0.06%	127
2024 Q4	$302K	Buy	+3,001	New	+$299K	0.07%	128

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

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

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Brady Martz Wealth Solutions's IVW Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, buying an estimated $132 and bringing the position to 2,672 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #161.

Brady Martz Wealth Solutions first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Brady Martz Wealth Solutions held 2,672 shares of iShares S&P 500 Growth ETF worth $368K as of Q2 2026.
Brady Martz Wealth Solutions bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.06% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #161 holding.
Brady Martz Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.