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Everhart Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Everhart Financial 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 		$884K Sell
6,431
-183
-3% -$24.2K 0.06% 198
2026
Q1 		$748K Buy
6,614
+18
+0.3% +$2.17K 0.06% 219
2025
Q4 		$813K Buy
6,596
+293
+5% +$35.9K 0.08% 191
2025
Q3 		$761K Sell
6,303
-2
-0% -$230 0.08% 190
2025
Q2 		$694K Sell
6,305
-220
-3% -$21.8K 0.08% 185
2025
Q1 		$606K Sell
6,525
-174
-3% -$17.5K 0.08% 169
2024
Q4 		$680K Buy
6,699
+92
+1% +$9.18K 0.14% 147
2024
Q3 		$633K Buy
6,607
+1,178
+22% +$109K 0.14% 163
2024
Q2 		$502K Sell
5,429
-288
-5% -$24.8K 0.13% 158
2024
Q1 		$483K Buy
+5,717
New +$459K 0.14% 152

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

Everhart Financial Group's IVW Position: Q2 2026 in Review

Everhart Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, selling an estimated $24.2K and leaving 6,431 shares worth $884K. The position accounts for 0.06% of the portfolio, ranked #198.

Everhart Financial Group first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Everhart Financial Group held 6,431 shares of iShares S&P 500 Growth ETF worth $884K as of Q2 2026.
  • Everhart Financial Group sold 183 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $24.2K.
  • iShares S&P 500 Growth ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #198 holding.
  • Everhart Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.