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IVW icon

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

Castleview 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 		$975K Buy
+7,090
New +$936K 0.43% 52
2025
Q1 		– Sell
-1,274
Closed -$129K – 372
2024
Q4 		$129K Buy
1,274
+244
+24% +$24.3K 0.07% 233
2024
Q3 		$98.6K Hold
1,030
– – 0.06% 234
2024
Q2 		$95.3K Hold
1,030
– – 0.05% 243
2024
Q1 		$87K Hold
1,030
– – 0.05% 277
2023
Q4 		$77.4K Hold
1,030
– – 0.05% 234
2023
Q3 		$70.5K Buy
1,030
+2
+0.2% +$142 0.07% 211
2023
Q2 		$72.5K Buy
1,028
+688
+202% +$45.5K 0.07% 217
2023
Q1 		$21.7K Hold
340
– – 0.02% 338
2022
Q4 		$19.9K Hold
340
– – 0.02% 301
2022
Q3 		$20K Buy
340
+304
+844% +$19.8K 0.02% 319
2022
Q2 		$2.92K Sell
36
-472
-93% -$31.2K ﹤0.01% 602
2022
Q1 		$38K Sell
508
-41,996
-99% -$3.15M 0.02% 377
2021
Q4 		$508 Buy
+42,504
New +$3.42M ﹤0.01% 512
2021
Q2 		$37K Buy
+508
New +$35.2K 0.02% 461

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
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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Castleview Partners's IVW Position: Q2 2026 in Review

Castleview Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 7,090 shares worth $975K. The stake represents 0.43% of the portfolio and ranks #52 among its holdings. This is a return to the name: Castleview Partners previously reported a position in IVW as recently as Q4 2024.

Castleview Partners first reported a position in IVW in Q2 2021 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Castleview Partners held 7,090 shares of iShares S&P 500 Growth ETF worth $975K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Castleview Partners position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.43% of Castleview Partners's portfolio in Q2 2026, its #52 holding.
  • Castleview Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.