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Dominguez Wealth Management Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dominguez Wealth Management Solutions’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 		$2.26M Buy
16,462
+73
+0.4% +$9.64K 1.25% 17
2026
Q1 		$1.85M Sell
16,389
-82
-0.5% -$9.86K 1.12% 18
2025
Q4 		$2.03M Buy
16,471
+267
+2% +$32.7K 1.24% 17
2025
Q3 		$1.96M Buy
16,204
+90
+0.6% +$10.4K 1.24% 17
2025
Q2 		$1.77M Buy
16,114
+319
+2% +$31.6K 1.23% 19
2025
Q1 		$1.47M Buy
15,795
+10
+0.1% +$1.01K 1.07% 20
2024
Q4 		$1.6M Buy
15,785
+423
+3% +$42.2K 1.17% 18
2024
Q3 		$1.47M Buy
15,362
+283
+2% +$26.1K 1.06% 21
2024
Q2 		$1.4M Buy
15,079
+7
+0% +$603 1.05% 21
2024
Q1 		$1.27M Sell
15,072
-590
-4% -$47.4K 1% 21
2023
Q4 		$1.18M Sell
15,662
-1,368
-8% -$97.4K 0.98% 21
2023
Q3 		$1.17M Sell
17,030
-265
-2% -$18.8K 1.08% 21
2023
Q2 		$1.22M Sell
17,295
-173
-1% -$11.4K 1.07% 21
2023
Q1 		$1.12M Sell
17,468
-297
-2% -$18.2K 1.02% 21
2022
Q4 		$1.04M Buy
+17,765
New +$1.07M 1.03% 24

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dominguez Wealth Management Solutions's IVW Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 0.45% in Q2 2026, buying an estimated $9.64K and bringing the position to 16,462 shares worth $2.26M. The position accounts for 1.25% of the portfolio, ranked #17.

Dominguez Wealth Management Solutions first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Dominguez Wealth Management Solutions held 16,462 shares of iShares S&P 500 Growth ETF worth $2.26M as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 73 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.64K.
  • iShares S&P 500 Growth ETF made up 1.25% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #17 holding.
  • Dominguez Wealth Management Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.