CGN Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

CGN Advisors’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	$868K	Buy	6,313 +144	+2%	+$19K	0.06%	193
2026 Q1	$698K	Hold	6,169	–	–	0.06%	204
2025 Q4	$760K	Hold	6,169	–	–	0.06%	201
2025 Q3	$745K	Hold	6,169	–	–	0.06%	193
2025 Q2	$679K	Sell	6,169 -407	-6%	-$40.3K	0.06%	198
2025 Q1	$610K	Buy	6,576 +335	+5%	+$33.8K	0.06%	201
2024 Q4	$634K	Buy	6,241 +26	+0.4%	+$2.59K	0.06%	196
2024 Q3	$595K	Buy	6,215 +1,603	+35%	+$148K	0.06%	200
2024 Q2	$427K	Buy	4,612 +94	+2%	+$8.1K	0.05%	202
2024 Q1	$382K	Hold	4,518	–	–	0.05%	198
2023 Q4	$339K	Hold	4,518	–	–	0.05%	203
2023 Q3	$309K	Buy	+4,518	New	+$320K	0.04%	210

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return