Cyndeo Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Cyndeo Wealth Partners's IVW Position: Q2 2026 in Review
Cyndeo Wealth Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 3,279 shares worth $451K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in IVW as recently as Q3 2025.
Cyndeo Wealth Partners first reported a position in IVW in Q2 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Cyndeo Wealth Partners held 3,279 shares of iShares S&P 500 Growth ETF worth $451K as of Q2 2026.
- iShares S&P 500 Growth ETF was a new Cyndeo Wealth Partners position in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #364 holding.
- Cyndeo Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 3 quarters since.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.