Certified Advisory Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Certified Advisory Corp’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	$3.36M	Sell	24,436 -800	-3%	-$106K	0.27%	92
2026 Q1	$2.85M	Buy	25,236 +902	+4%	+$108K	0.26%	94
2025 Q4	$3M	Sell	24,334 -589	-2%	-$72.1K	0.27%	89
2025 Q3	$3.01M	Sell	24,923 -317	-1%	-$36.5K	0.29%	86
2025 Q2	$2.78M	Sell	25,240 -1,045	-4%	-$103K	0.29%	91
2025 Q1	$2.44M	Buy	26,285 +48	+0.2%	+$4.84K	0.28%	95
2024 Q4	$2.66M	Sell	26,237 -976	-4%	-$97.4K	0.29%	94
2024 Q3	$2.61M	Sell	27,213 -87	-0.3%	-$8.03K	0.29%	93
2024 Q2	$2.53M	Sell	27,300 -564	-2%	-$48.6K	0.32%	89
2024 Q1	$2.35M	Sell	27,864 -39	-0.1%	-$3.13K	0.33%	86
2023 Q4	$2.1M	Sell	27,903 -1,213	-4%	-$86.3K	0.32%	90
2023 Q3	$1.99M	Sell	29,116 -740	-2%	-$52.4K	0.37%	83
2023 Q2	$2.1M	Sell	29,856 -3,182	-10%	-$210K	0.39%	78
2023 Q1	$2.11M	Sell	33,038 -10,389	-24%	-$635K	0.38%	80
2022 Q4	$2.54M	Buy	43,427 +16,619	+62%	+$998K	0.5%	58
2022 Q3	$1.55M	Buy	26,808 +7,310	+37%	+$475K	0.35%	81
2022 Q2	$1.18M	Buy	19,498 +1,774	+10%	+$117K	0.26%	95
2022 Q1	$1.35M	Sell	17,724 -881	-5%	-$66.2K	0.29%	89
2021 Q4	$1.56M	Sell	18,605 -118	-0.6%	-$9.51K	0.34%	77
2021 Q3	$1.38M	Sell	18,723 -890	-5%	-$67.8K	0.34%	74
2021 Q2	$1.43M	Sell	19,613 -401	-2%	-$27.8K	0.36%	70
2021 Q1	$1.3M	Buy	+20,014	New	+$1.29M	0.34%	71
2020 Q2	$2.8M	Buy	53,964 +808	+2%	+$38.7K	0.93%	24
2020 Q1	$2.19M	Sell	53,156 -1,488	-3%	-$70.4K	0.87%	27
2019 Q4	$2.65M	Buy	54,644 +356	+0.7%	+$16.5K	0.85%	26
2019 Q3	$2.44M	Buy	54,288 +296	+0.5%	+$13.4K	0.85%	22
2019 Q2	$2.42M	Sell	53,992 -876	-2%	-$38.5K	0.9%	22
2019 Q1	$2.36M	Buy	54,868 +23,680	+76%	+$970K	0.99%	20
2018 Q4	$1.18M	Buy	31,188 +6,528	+26%	+$264K	0.61%	37
2018 Q3	$1.09M	Sell	24,660 -152	-0.6%	-$6.53K	0.51%	47
2018 Q2	$1.01M	Sell	24,812 -732	-3%	-$29.4K	0.56%	48
2018 Q1	$990K	Sell	25,544 -912	-3%	-$36.4K	0.59%	47
2017 Q4	$1.01M	Buy	+26,456	New	+$988K	0.73%	39

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Certified Advisory Corp's IVW Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $106K and leaving 24,436 shares worth $3.36M. The position accounts for 0.27% of the portfolio, ranked #92.

Certified Advisory Corp first reported a position in IVW in Q4 2017 and has held it in 33 quarters since. 822 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Certified Advisory Corp held 24,436 shares of iShares S&P 500 Growth ETF worth $3.36M as of Q2 2026.
Certified Advisory Corp sold 800 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $106K.
iShares S&P 500 Growth ETF made up 0.27% of Certified Advisory Corp's portfolio in Q2 2026, its #92 holding.
Certified Advisory Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 33 quarters since.
822 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.