DiNuzzo Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

DiNuzzo Private Wealth’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	$267K	Hold	1,940	–	–	0.03%	69
2026 Q1	$219K	Hold	1,940	–	–	0.02%	77
2025 Q4	$239K	Hold	1,940	–	–	0.03%	72
2025 Q3	$223K	Hold	1,940	–	–	0.03%	72
2025 Q2	$214K	Hold	1,940	–	–	0.03%	72
2025 Q1	$180K	Buy	+1,940	New	+$196K	0.02%	75

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DiNuzzo Private Wealth's IVW Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,940 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #69.

DiNuzzo Private Wealth first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

DiNuzzo Private Wealth held 1,940 shares of iShares S&P 500 Growth ETF worth $267K as of Q2 2026.
DiNuzzo Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #69 holding.
DiNuzzo Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.