Elevated Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Elevated Financial Group's IVW Position: Q2 2026 in Review
Elevated Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q2 2026, buying an estimated $1.8M and bringing the position to 188,701 shares worth $26M. The position accounts for 7.11% of the portfolio, ranked #3.
Elevated Financial Group first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Elevated Financial Group held 188,701 shares of iShares S&P 500 Growth ETF worth $26M as of Q2 2026.
- Elevated Financial Group bought 13,660 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.8M.
- iShares S&P 500 Growth ETF made up 7.11% of Elevated Financial Group's portfolio in Q2 2026, its #3 holding.
- Elevated Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.