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Bryant Woods Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bryant Woods Investment 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 		$2.21M Buy
+16,060
New +$2.12M 0.61% 20

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
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

Bryant Woods Investment Advisors's IVW Position: Q2 2026 in Review

Bryant Woods Investment Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 16,060 shares worth $2.21M. The stake represents 0.61% of the portfolio and ranks #20 among its holdings.

770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Bryant Woods Investment Advisors held 16,060 shares of iShares S&P 500 Growth ETF worth $2.21M as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Bryant Woods Investment Advisors position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.61% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.