CWA
IVW icon

Centennial Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Centennial Wealth Advisory’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 		$220K Buy
+1,598
New +$211K 0.05% 172
2022
Q2 		– Sell
-73,823
Closed -$5.64M – 128
2022
Q1 		$5.64M Buy
+73,823
New +$5.55M 3.08% 6

Other funds holding IVW

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
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

Centennial Wealth Advisory's IVW Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,598 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: Centennial Wealth Advisory previously reported a position in IVW as recently as Q1 2022.

Centennial Wealth Advisory first reported a position in IVW in Q1 2022 and has held it in 2 quarters since. The position peaked at $5.64M in Q1 2022. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Centennial Wealth Advisory held 1,598 shares of iShares S&P 500 Growth ETF worth $220K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Centennial Wealth Advisory position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Centennial Wealth Advisory's portfolio in Q2 2026, its #172 holding.
  • Centennial Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 2 quarters since.
  • Centennial Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $5.64M in Q1 2022.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.