CWS
IVW icon

Cypress Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-7,652
Closed -$442K – 395
2020
Q3 		$442K Buy
+7,652
New +$433K 0.11% 145

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's IVW Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, buying an estimated $495K and bringing the position to 147,840 shares worth $20.3M. The position accounts for 2.5% of the portfolio, ranked #5.

Cypress Wealth Services first reported a position in IVW in Q2 2018 and has held it in 25 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cypress Wealth Services held 147,840 shares of iShares S&P 500 Growth ETF worth $20.3M as of Q2 2026.
  • Cypress Wealth Services bought 3,749 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $495K.
  • iShares S&P 500 Growth ETF made up 2.5% of Cypress Wealth Services's portfolio in Q2 2026, its #5 holding.
  • Cypress Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 25 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.