EIP
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Essential Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Essential Investment Partners’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 		$474K Hold
3,450
– – 0.38% 60
2026
Q1 		$390K Hold
3,450
– – 0.36% 64
2025
Q4 		$425K Buy
+3,450
New +$422K 0.4% 62

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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Essential Investment Partners's IVW Position: Q2 2026 in Review

Essential Investment Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,450 shares worth $474K. The position accounts for 0.38% of the portfolio, ranked #60.

Essential Investment Partners first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Essential Investment Partners held 3,450 shares of iShares S&P 500 Growth ETF worth $474K as of Q2 2026.
  • Essential Investment Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.38% of Essential Investment Partners's portfolio in Q2 2026, its #60 holding.
  • Essential Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.