C2C Wealth Management
IVW icon

C2C Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

C2C Wealth Management’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
Q3 		$1.57M Hold
11,052
– – 1.22% 20
2026
Q2 		$1.52M Hold
11,052
– – 1.19% 20
2026
Q1 		$1.25M Hold
11,052
– – 1.06% 24
2025
Q4 		$1.36M Sell
11,052
-152
-1% -$18.6K 1.15% 23
2025
Q3 		$1.35M Hold
11,204
– – 1.16% 22
2025
Q2 		$1.23M Hold
11,204
– – 1.12% 23
2025
Q1 		$1.04M Hold
11,204
– – 0.98% 26
2024
Q4 		$1.14M Hold
11,204
– – 1.05% 23
2024
Q3 		$1.07M Buy
11,204
+360
+3% +$33.2K 0.99% 25
2024
Q2 		$1M Sell
10,844
-60
-0.6% -$5.17K 0.98% 25
2024
Q1 		$921K Sell
10,904
-254
-2% -$20.4K 0.91% 27
2023
Q4 		$841K Buy
11,158
+2
+0% +$142 0.71% 38
2023
Q3 		$763K Hold
11,156
– – 0.11% 99
2023
Q2 		$801K Buy
11,156
+1
+0% +$66 0.11% 104
2023
Q1 		$711K Buy
11,155
+1
+0% +$61 0.11% 107
2022
Q4 		$662K Buy
11,154
+1
+0% +$60 0.11% 80
2022
Q3 		$681K Buy
11,153
+1
+0% +$65 0.13% 82
2022
Q2 		$712K Hold
11,152
– – 0.13% 84
2022
Q1 		$816K Buy
11,152
+1
+0% +$75 0.14% 86
2021
Q4 		$933K Buy
+11,151
New +$898K 0.13% 87

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

C2C Wealth Management's IVW Position: Q3 2026 in Review

C2C Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 11,052 shares worth $1.57M. The position accounts for 1.22% of the portfolio, ranked #20.

C2C Wealth Management first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 1,133 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • C2C Wealth Management held 11,052 shares of iShares S&P 500 Growth ETF worth $1.57M as of Q3 2026.
  • C2C Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 1.22% of C2C Wealth Management's portfolio in Q3 2026, its #20 holding.
  • C2C Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.