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

CV 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 		$236K Buy
+1,713
New +$226K 0.04% 122

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

CV Advisors's IVW Position: Q2 2026 in Review

CV Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,713 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings.

585 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CV Advisors held 1,713 shares of iShares S&P 500 Growth ETF worth $236K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new CV Advisors position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.04% of CV Advisors's portfolio in Q2 2026, its #122 holding.
  • 585 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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