EW
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Enzi Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Enzi Wealth’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 		$649K Sell
4,706
-385
-8% -$50.8K 0.21% 39
2026
Q1 		$576K Hold
5,091
– – 0.2% 38
2025
Q4 		$628K Hold
5,091
– – 0.22% 37
2025
Q3 		$610K Sell
5,091
-153
-3% -$17.6K 0.21% 35
2025
Q2 		$581K Buy
5,244
+46
+0.9% +$4.55K 0.21% 34
2025
Q1 		$482K Hold
5,198
– – 0.2% 36
2024
Q4 		$552K Sell
5,198
-366
-7% -$36.5K 0.21% 36
2024
Q3 		$544K Buy
5,564
+685
+14% +$63.2K 0.21% 35
2024
Q2 		$467K Sell
4,879
-68
-1% -$5.86K 0.21% 35
2024
Q1 		$407K Buy
4,947
+68
+1% +$5.46K 0.19% 36
2023
Q4 		$393K Hold
4,879
– – 0.19% 37
2023
Q3 		$340K Hold
4,879
– – 0.18% 39
2023
Q2 		$347K Sell
4,879
-1,616
-25% -$107K 0.18% 43
2023
Q1 		$419K Sell
6,495
-1,245
-16% -$76.1K 0.22% 40
2022
Q4 		$472K Hold
7,740
– – 0.23% 43
2022
Q3 		$483K Buy
+7,740
New +$503K 0.24% 43

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Enzi Wealth's IVW Position: Q2 2026 in Review

Enzi Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.6% in Q2 2026, selling an estimated $50.8K and leaving 4,706 shares worth $649K. The position accounts for 0.21% of the portfolio, ranked #39.

Enzi Wealth first reported a position in IVW in Q3 2022 and has held it in 16 quarters since. 549 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Enzi Wealth held 4,706 shares of iShares S&P 500 Growth ETF worth $649K as of Q2 2026.
  • Enzi Wealth sold 385 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $50.8K.
  • iShares S&P 500 Growth ETF made up 0.21% of Enzi Wealth's portfolio in Q2 2026, its #39 holding.
  • Enzi Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 549 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.