Elevation Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Elevation Wealth Management's IVW Position: Q2 2026 in Review
Elevation Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q2 2026, selling an estimated $1.72K and leaving 6,586 shares worth $906K. The position accounts for 0.68% of the portfolio, ranked #40.
Elevation Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Elevation Wealth Management held 6,586 shares of iShares S&P 500 Growth ETF worth $906K as of Q2 2026.
- Elevation Wealth Management sold 13 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
- iShares S&P 500 Growth ETF made up 0.68% of Elevation Wealth Management's portfolio in Q2 2026, its #40 holding.
- Elevation Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.