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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$84.3K Hold
613
0.01% 259
2026
Q1
$69.3K Buy
613
+236
+63% +$28.4K 0.01% 271
2025
Q4
$46.5K Buy
377
+41
+12% +$5.02K 0.01% 331
2025
Q3
$40.6K Buy
+336
New +$38.6K 0.01% 342

Other funds holding IVW

Financial Consulate's IVW Position: Q2 2026 in Review

Financial Consulate held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 613 shares worth $84.3K. The position accounts for 0.01% of the portfolio, ranked #259.

Financial Consulate first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Financial Consulate held 613 shares of iShares S&P 500 Growth ETF worth $84.3K as of Q2 2026.
  • Financial Consulate left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #259 holding.
  • Financial Consulate first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.