EIG
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Ellenbecker Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ellenbecker Investment 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 		$345K Sell
2,507
-189
-7% -$25K 0.04% 107
2026
Q1 		$305K Buy
2,696
+2
+0.1% +$241 0.04% 104
2025
Q4 		$332K Buy
2,694
+409
+18% +$50.1K 0.05% 93
2025
Q3 		$276K Sell
2,285
-62
-3% -$7.13K 0.04% 103
2025
Q2 		$258K Sell
2,347
-1,365
-37% -$135K 0.04% 100
2025
Q1 		$345K Buy
3,712
+2
+0.1% +$202 0.06% 82
2024
Q4 		$377K Buy
3,710
+941
+34% +$93.9K 0.07% 79
2024
Q3 		$265K Buy
2,769
+1
+0% +$92 0.05% 95
2024
Q2 		$256K Sell
2,768
-576
-17% -$49.7K 0.05% 98
2024
Q1 		$282K Buy
3,344
+14
+0.4% +$1.13K 0.06% 85
2023
Q4 		$250K Buy
3,330
+3
+0.1% +$214 0.06% 90
2023
Q3 		$227K Buy
3,327
+3
+0.1% +$212 0.06% 96
2023
Q2 		$234K Sell
3,324
-87
-3% -$5.75K 0.06% 88
2023
Q1 		$217K Sell
3,411
-231
-6% -$14.1K 0.06% 86
2022
Q4 		$213K Sell
3,642
-115
-3% -$6.91K 0.06% 84
2022
Q3 		$217K Buy
3,757
+2
+0.1% +$130 0.07% 77
2022
Q2 		$226K Buy
3,755
+4
+0.1% +$265 0.07% 75
2022
Q1 		$286K Buy
3,751
+106
+3% +$7.96K 0.08% 68
2021
Q4 		$304K Buy
3,645
+14
+0.4% +$1.13K 0.08% 66
2021
Q3 		$268K Buy
3,631
+4
+0.1% +$305 0.08% 60
2021
Q2 		$264K Sell
3,627
-165
-4% -$11.4K 0.09% 58
2021
Q1 		$247K Sell
3,792
-363
-9% -$23.5K 0.09% 59
2020
Q4 		$265K Buy
4,155
+7
+0.2% +$424 0.1% 49
2020
Q3 		$240K Buy
4,148
+12
+0.3% +$679 0.1% 53
2020
Q2 		$215K Buy
+4,136
New +$198K 0.11% 57
2020
Q1 		– Sell
-4,260
Closed -$206K – 56
2019
Q4 		$206K Buy
+4,260
New +$197K 0.11% 58

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Ellenbecker Investment Group's IVW Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 7% in Q2 2026, selling an estimated $25K and leaving 2,507 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #107.

Ellenbecker Investment Group first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $377K in Q4 2024. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ellenbecker Investment Group held 2,507 shares of iShares S&P 500 Growth ETF worth $345K as of Q2 2026.
  • Ellenbecker Investment Group sold 189 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25K.
  • iShares S&P 500 Growth ETF made up 0.04% of Ellenbecker Investment Group's portfolio in Q2 2026, its #107 holding.
  • Ellenbecker Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Ellenbecker Investment Group's iShares S&P 500 Growth ETF position peaked at $377K in Q4 2024.
  • 845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.