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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.98M Buy
21,684
+2,198
+11% +$290K 0.49% 42
2026
Q1
$2.2M Buy
19,486
+1
+0% +$120 0.45% 44
2025
Q4
$2.4M Buy
+19,485
New +$2.38M 0.53% 40

Other funds holding IVW

Crusonia Wealth Advisors's IVW Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $290K and bringing the position to 21,684 shares worth $2.98M. The position accounts for 0.49% of the portfolio, ranked #42.

Crusonia Wealth Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Crusonia Wealth Advisors held 21,684 shares of iShares S&P 500 Growth ETF worth $2.98M as of Q2 2026.
  • Crusonia Wealth Advisors bought 2,198 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $290K.
  • iShares S&P 500 Growth ETF made up 0.49% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Crusonia Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.