CM
IVW icon

Columbus Macro’s iShares S&P 500 Growth ETF IVW Stock Holding History

Columbus Macro’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 		$332K Hold
2,412
– – 0.03% 188
2026
Q1 		$273K Hold
2,412
– – 0.03% 186
2025
Q4 		$297K Hold
2,412
– – 0.03% 178
2025
Q3 		$291K Hold
2,412
– – 0.03% 182
2025
Q2 		$266K Hold
2,412
– – 0.03% 191
2025
Q1 		$224K Hold
2,412
– – 0.03% 192
2024
Q4 		$245K Hold
2,412
– – 0.03% 190
2024
Q3 		$234K Hold
2,412
– – 0.09% 161
2024
Q2 		$231K Hold
2,412
– – 0.09% 163
2024
Q1 		$204K Buy
+2,412
New +$194K 0.08% 176
2022
Q1 		– Sell
-2,412
Closed -$202K – 173
2021
Q4 		$202K Buy
+2,412
New +$194K 0.07% 163

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

Columbus Macro's IVW Position: Q2 2026 in Review

Columbus Macro held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,412 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #188.

Columbus Macro first reported a position in IVW in Q4 2021 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Columbus Macro held 2,412 shares of iShares S&P 500 Growth ETF worth $332K as of Q2 2026.
  • Columbus Macro left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of Columbus Macro's portfolio in Q2 2026, its #188 holding.
  • Columbus Macro first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • 651 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.