Canvas Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Canvas Wealth 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	$605K	Sell	4,401 -25	-0.6%	-$3.3K	0.08%	121
2026 Q1	$501K	Sell	4,426 -80	-2%	-$9.62K	0.09%	129
2025 Q4	$555K	Sell	4,506 -57	-1%	-$6.98K	0.09%	112
2025 Q3	$552K	Buy	4,563 +36	+0.8%	+$4.14K	0.1%	104
2025 Q2	$517K	Hold	4,527	–	–	0.1%	110
2025 Q1	$400K	Buy	4,527 +511	+13%	+$51.5K	0.1%	115
2024 Q4	$408K	Hold	4,016	–	–	0.1%	109
2024 Q3	$385K	Hold	4,016	–	–	0.11%	105
2024 Q2	$357K	Hold	4,016	–	–	0.11%	99
2024 Q1	$328K	Hold	4,016	–	–	0.11%	98
2023 Q4	$304K	Buy	+4,016	New	+$286K	0.11%	102

Other funds holding IVW

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

CCWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Canvas Wealth Advisors's IVW Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.56% in Q2 2026, selling an estimated $3.3K and leaving 4,401 shares worth $605K. The position accounts for 0.08% of the portfolio, ranked #121.

Canvas Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Canvas Wealth Advisors held 4,401 shares of iShares S&P 500 Growth ETF worth $605K as of Q2 2026.
Canvas Wealth Advisors sold 25 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.3K.
iShares S&P 500 Growth ETF made up 0.08% of Canvas Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Canvas Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.