CWM
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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

C2C Wealth Management's IVW Position: Q2 2026 in Review

C2C Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 11,052 shares worth $1.52M. The position accounts for 1.19% of the portfolio, ranked #20.

C2C Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • C2C Wealth Management held 11,052 shares of iShares S&P 500 Growth ETF worth $1.52M as of Q2 2026.
  • C2C Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 1.19% of C2C Wealth Management's portfolio in Q2 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 19 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.