CFFP
IVW icon

Center for Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Center for Financial Planning’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 		$163K Sell
1,187
-131
-10% -$17.3K 0.02% 191
2026
Q1 		$149K Sell
1,318
-51
-4% -$6.13K 0.02% 191
2025
Q4 		$169K Sell
1,369
-215
-14% -$26.3K 0.02% 186
2025
Q3 		$191K Buy
1,584
+266
+20% +$30.6K 0.02% 173
2025
Q2 		$145K Hold
1,318
– – 0.02% 184
2025
Q1 		$122K Hold
1,318
– – 0.02% 185
2024
Q4 		$134K Buy
1,318
+504
+62% +$50.3K 0.02% 177
2024
Q3 		$77.9K Hold
814
– – 0.01% 204
2024
Q2 		$75.3K Hold
814
– – 0.01% 198
2024
Q1 		$68.7K Hold
814
– – 0.01% 207
2023
Q4 		$61.1K Sell
814
-714
-47% -$50.8K 0.01% 205
2023
Q3 		$105K Hold
1,528
– – 0.02% 165
2023
Q2 		$108K Hold
1,528
– – 0.02% 166
2023
Q1 		$97.6K Hold
1,528
– – 0.02% 168
2022
Q4 		$89.4K Sell
1,528
-164
-10% -$9.85K 0.02% 173
2022
Q3 		$98K Hold
1,692
– – 0.03% 159
2022
Q2 		$102K Hold
1,692
– – 0.03% 161
2022
Q1 		$129K Hold
1,692
– – 0.03% 155
2021
Q4 		$142K Hold
1,692
– – 0.03% 149
2021
Q3 		$125K Hold
1,692
– – 0.03% 150
2021
Q2 		$123K Sell
1,692
-300
-15% -$20.8K 0.03% 153
2021
Q1 		$130K Buy
+1,992
New +$129K 0.03% 147

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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Center for Financial Planning's IVW Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q2 2026, selling an estimated $17.3K and leaving 1,187 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #191.

Center for Financial Planning first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. The position peaked at $191K in Q3 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Center for Financial Planning held 1,187 shares of iShares S&P 500 Growth ETF worth $163K as of Q2 2026.
  • Center for Financial Planning sold 131 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.3K.
  • iShares S&P 500 Growth ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #191 holding.
  • Center for Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Center for Financial Planning's iShares S&P 500 Growth ETF position peaked at $191K in Q3 2025.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.