EA
IVW icon

Eclectic Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eclectic Associates’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 		$2.65M Sell
19,275
-1,884
-9% -$249K 0.3% 51
2026
Q1 		$2.39M Sell
21,159
-6,955
-25% -$836K 0.32% 53
2025
Q4 		$3.47M Sell
28,114
-23,639
-46% -$2.89M 0.54% 38
2025
Q3 		$6.25M Sell
51,753
-6,356
-11% -$731K 1.15% 23
2025
Q2 		$6.4M Sell
58,109
-4,878
-8% -$483K 1.39% 21
2025
Q1 		$5.85M Sell
62,987
-236
-0.4% -$23.8K 1.57% 15
2024
Q4 		$6.42M Buy
+63,223
New +$6.31M 1.9% 10

Other funds holding IVW

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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Eclectic Associates's IVW Position: Q2 2026 in Review

Eclectic Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.9% in Q2 2026, selling an estimated $249K and leaving 19,275 shares worth $2.65M. The position accounts for 0.3% of the portfolio, ranked #51.

Eclectic Associates first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.42M in Q4 2024. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Eclectic Associates held 19,275 shares of iShares S&P 500 Growth ETF worth $2.65M as of Q2 2026.
  • Eclectic Associates sold 1,884 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $249K.
  • iShares S&P 500 Growth ETF made up 0.3% of Eclectic Associates's portfolio in Q2 2026, its #51 holding.
  • Eclectic Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Eclectic Associates's iShares S&P 500 Growth ETF position peaked at $6.42M in Q4 2024.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.