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Ehrlich Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ehrlich Financial Group’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 		$4.85M Sell
35,256
-3,997
-10% -$528K 2.49% 8
2026
Q1 		$4.44M Sell
39,253
-65,617
-63% -$7.89M 2.55% 10
2025
Q4 		$12.9M Buy
104,870
+6,133
+6% +$751K 7.36% 1
2025
Q3 		$11.9M Buy
98,737
+1,141
+1% +$131K 7.07% 1
2025
Q2 		$10.7M Sell
97,596
-20,845
-18% -$2.06M 6.96% 1
2025
Q1 		$11M Sell
118,441
-8,720
-7% -$879K 8.01% 1
2024
Q4 		$12.9M Buy
127,161
+8,701
+7% +$868K 9.18% 1
2024
Q3 		$11.3M Sell
118,460
-24,588
-17% -$2.27M 8.09% 1
2024
Q2 		$13.2M Buy
143,048
+23,953
+20% +$2.07M 10.45% 1
2024
Q1 		$10.1M Buy
119,095
+21,075
+22% +$1.69M 8.47% 1
2023
Q4 		$7.36M Buy
+98,020
New +$6.98M 7.38% 2

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

Ehrlich Financial Group's IVW Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $528K and leaving 35,256 shares worth $4.85M. The position accounts for 2.49% of the portfolio, ranked #8.

Ehrlich Financial Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ehrlich Financial Group held 35,256 shares of iShares S&P 500 Growth ETF worth $4.85M as of Q2 2026.
  • Ehrlich Financial Group sold 3,997 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528K.
  • iShares S&P 500 Growth ETF made up 2.49% of Ehrlich Financial Group's portfolio in Q2 2026, its #8 holding.
  • Ehrlich Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's iShares S&P 500 Growth ETF position peaked at $13.2M in Q2 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.