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

Crux Wealth 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	$468K	Sell	3,404 -74	-2%	-$9.77K	0.16%	125
2026 Q1	$393K	Sell	3,478 -3,464	-50%	-$417K	0.15%	126
2025 Q4	$856K	Buy	6,942 +2,056	+42%	+$252K	0.32%	87
2025 Q3	$590K	Sell	4,886 -310	-6%	-$35.7K	0.23%	104
2025 Q2	$572K	Sell	5,196 -7,116	-58%	-$704K	0.24%	104
2025 Q1	$1.14M	Sell	12,312 -700	-5%	-$70.6K	0.59%	57
2024 Q4	$1.32M	Buy	+13,012	New	+$1.3M	0.74%	39

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Crux Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2026, selling an estimated $9.77K and leaving 3,404 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #125.

Crux Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Crux Wealth Advisors held 3,404 shares of iShares S&P 500 Growth ETF worth $468K as of Q2 2026.
Crux Wealth Advisors sold 74 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.77K.
iShares S&P 500 Growth ETF made up 0.16% of Crux Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Crux Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.32M in Q4 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.