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Everpar Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Everpar Advisors’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 		$307K Sell
2,229
-94
-4% -$12.4K 0.09% 214
2026
Q1 		$263K Sell
2,323
-801
-26% -$96.3K 0.09% 231
2025
Q4 		$385K Sell
3,124
-6,180
-66% -$756K 0.14% 158
2025
Q3 		$1.12M Buy
9,304
+295
+3% +$33.9K 0.44% 46
2025
Q2 		$992K Buy
9,009
+2,169
+32% +$215K 0.45% 39
2025
Q1 		$635K Buy
6,840
+1,199
+21% +$121K 0.34% 70
2024
Q4 		$573K Buy
5,641
+55
+1% +$5.49K 0.29% 85
2024
Q3 		$535K Sell
5,586
-724
-11% -$66.8K 0.28% 102
2024
Q2 		$584K Buy
+6,310
New +$544K 0.29% 100

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Everpar Advisors's IVW Position: Q2 2026 in Review

Everpar Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q2 2026, selling an estimated $12.4K and leaving 2,229 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #214.

Everpar Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Everpar Advisors held 2,229 shares of iShares S&P 500 Growth ETF worth $307K as of Q2 2026.
  • Everpar Advisors sold 94 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.4K.
  • iShares S&P 500 Growth ETF made up 0.09% of Everpar Advisors's portfolio in Q2 2026, its #214 holding.
  • Everpar Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Everpar Advisors's iShares S&P 500 Growth ETF position peaked at $1.12M in Q3 2025.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.