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

DWR Wealth Management’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 		$206K Buy
+1,516
New +$200K 0.15% 51

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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

DWR Wealth Management's IVW Position: Q2 2026 in Review

DWR Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,516 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings.

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

  • DWR Wealth Management held 1,516 shares of iShares S&P 500 Growth ETF worth $206K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new DWR Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.15% of DWR Wealth Management's portfolio in Q2 2026, its #51 holding.
  • 758 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.