EGA
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E&G Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

E&G Advisors’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
– – 0.05% 212
2026
Q1 		$219K Buy
1,940
+100
+5% +$12K 0.05% 213
2025
Q4 		$227K Hold
1,840
– – 0.05% 208
2025
Q3 		$222K Hold
1,840
– – 0.05% 205
2025
Q2 		$203K Buy
+1,840
New +$182K 0.05% 200

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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

E&G Advisors's IVW Position: Q2 2026 in Review

E&G Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,940 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #212.

E&G Advisors first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • E&G Advisors held 1,940 shares of iShares S&P 500 Growth ETF worth $267K as of Q2 2026.
  • E&G Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of E&G Advisors's portfolio in Q2 2026, its #212 holding.
  • E&G Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.