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

Conservest Capital 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	$769K	Hold	5,594	–	–	0.06%	76
2026 Q1	$633K	Hold	5,594	–	–	0.06%	74
2025 Q4	$690K	Hold	5,594	–	–	0.06%	73
2025 Q3	$675K	Hold	5,594	–	–	0.06%	67
2025 Q2	$616K	Hold	5,594	–	–	0.06%	66
2025 Q1	$519K	Sell	5,594 -426	-7%	-$42.9K	0.05%	66
2024 Q4	$611K	Hold	6,020	–	–	0.06%	64
2024 Q3	$508K	Hold	6,020	–	–	0.05%	64
2024 Q2	$508K	Hold	6,020	–	–	0.05%	64
2024 Q1	$508K	Sell	6,020 -47	-0.8%	-$3.78K	0.05%	64
2023 Q4	$456K	Buy	6,067 +1,012	+20%	+$72K	0.05%	71
2023 Q3	$346K	Hold	5,055	–	–	0.04%	73
2023 Q2	$356K	Hold	5,055	–	–	0.04%	72
2023 Q1	$323K	Buy	+5,055	New	+$309K	0.04%	73

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Conservest Capital Advisors's IVW Position: Q2 2026 in Review

Conservest Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,594 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #76.

Conservest Capital Advisors first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Conservest Capital Advisors held 5,594 shares of iShares S&P 500 Growth ETF worth $769K as of Q2 2026.
Conservest Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Conservest Capital Advisors's portfolio in Q2 2026, its #76 holding.
Conservest Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.