Caliber Wealth Management (Kansas)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.37M	Buy	17,220 +2,003	+13%	+$264K	0.23%	83
2026 Q1	$1.72M	Buy	15,217 +594	+4%	+$71.4K	0.19%	100
2025 Q4	$1.8M	Buy	14,623 +939	+7%	+$115K	0.19%	99
2025 Q3	$1.65M	Buy	13,684 +2,252	+20%	+$259K	0.18%	108
2025 Q2	$1.26M	Buy	11,432 +1,946	+21%	+$193K	0.14%	130
2025 Q1	$881K	Buy	+9,486	New	+$956K	0.12%	134

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IVW Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $264K and bringing the position to 17,220 shares worth $2.37M. The position accounts for 0.23% of the portfolio, ranked #83.

Caliber Wealth Management (Kansas) first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 937 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Caliber Wealth Management (Kansas) held 17,220 shares of iShares S&P 500 Growth ETF worth $2.37M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 2,003 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264K.
iShares S&P 500 Growth ETF made up 0.23% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #83 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
937 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.