CWM
IVW icon

Centurion Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Centurion Wealth Management’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 		$7.68M Buy
55,812
+1,610
+3% +$213K 1.84% 11
2026
Q1 		$6.13M Buy
54,202
+1,091
+2% +$131K 1.38% 15
2025
Q4 		$6.55M Buy
53,111
+204
+0.4% +$25K 1.43% 15
2025
Q3 		$6.39M Sell
52,907
-3,517
-6% -$405K 1.45% 14
2025
Q2 		$6.21M Sell
56,424
-7,589
-12% -$751K 1.78% 13
2025
Q1 		$6.5M Hold
64,013
– – 2.03% 13
2024
Q4 		$6.5M Sell
64,013
-221
-0.3% -$22K 2.03% 13
2024
Q3 		$6.15M Buy
+64,234
New +$5.93M 1.96% 14
2024
Q1 		$3.25M Buy
38,446
+18,414
+92% +$1.48M 1.28% 17
2023
Q4 		$1.5M Buy
20,032
+94
+0.5% +$6.69K 0.64% 28
2023
Q3 		$1.36M Buy
19,938
+11,360
+132% +$804K 0.67% 30
2023
Q2 		$605K Buy
8,578
+1
+0% +$66 0.29% 59
2023
Q1 		$548K Buy
8,577
+1,090
+15% +$66.6K 0.28% 66
2022
Q4 		$438K Buy
+7,487
New +$450K 0.25% 85

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

Centurion Wealth Management's IVW Position: Q2 2026 in Review

Centurion Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, buying an estimated $213K and bringing the position to 55,812 shares worth $7.68M. The position accounts for 1.84% of the portfolio, ranked #11.

Centurion Wealth Management first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Centurion Wealth Management held 55,812 shares of iShares S&P 500 Growth ETF worth $7.68M as of Q2 2026.
  • Centurion Wealth Management bought 1,610 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $213K.
  • iShares S&P 500 Growth ETF made up 1.84% of Centurion Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Centurion Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.