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Canopy Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Canopy Partners’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 		$1.66M Hold
12,036
– – 0.5% 43
2026
Q1 		$1.36M Hold
12,036
– – 0.47% 45
2025
Q4 		$1.48M Hold
12,036
– – 0.48% 44
2025
Q3 		$1.45M Sell
12,036
-134
-1% -$15.4K 0.49% 42
2025
Q2 		$1.34M Buy
12,170
+656
+6% +$64.9K 0.49% 44
2025
Q1 		$1.07M Buy
11,514
+699
+6% +$70.5K 0.42% 54
2024
Q4 		$1.1M Sell
10,815
-968
-8% -$96.6K 0.42% 50
2024
Q3 		$1.13M Sell
11,783
-186
-2% -$17.2K 0.49% 40
2024
Q2 		$1.11M Hold
11,969
– – 0.51% 36
2024
Q1 		$1.01M Hold
11,969
– – 0.49% 42
2023
Q4 		$899K Buy
+11,969
New +$852K 0.55% 42

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
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

Canopy Partners's IVW Position: Q2 2026 in Review

Canopy Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 12,036 shares worth $1.66M. The position accounts for 0.5% of the portfolio, ranked #43.

Canopy Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Canopy Partners held 12,036 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q2 2026.
  • Canopy Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.5% of Canopy Partners's portfolio in Q2 2026, its #43 holding.
  • Canopy Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.