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

Chemistry 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 		$344K Sell
2,501
-333
-12% -$44K 0.06% 162
2026
Q1 		$321K Buy
2,834
+353
+14% +$42.5K 0.06% 162
2025
Q4 		$306K Buy
2,481
+54
+2% +$6.61K 0.06% 156
2025
Q3 		$293K Hold
2,427
– – 0.06% 164
2025
Q2 		$267K Hold
2,427
– – 0.06% 160
2025
Q1 		$225K Hold
2,427
– – 0.05% 169
2024
Q4 		$246K Hold
2,427
– – 0.06% 155
2024
Q3 		$232K Hold
2,427
– – 0.06% 157
2024
Q2 		$225K Hold
2,427
– – 0.06% 150
2024
Q1 		$205K Buy
+2,427
New +$195K 0.06% 158
2022
Q1 		– Sell
-2,469
Closed -$207K – 163
2021
Q4 		$207K Buy
+2,469
New +$199K 0.17% 81

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Chemistry Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $44K and leaving 2,501 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #162.

Chemistry Wealth Management first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Chemistry Wealth Management held 2,501 shares of iShares S&P 500 Growth ETF worth $344K as of Q2 2026.
  • Chemistry Wealth Management sold 333 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44K.
  • iShares S&P 500 Growth ETF made up 0.06% of Chemistry Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Chemistry Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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