PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
PAS
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IVW Position: Q2 2026 in Review
PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares S&P 500 Growth ETF (IVW) stake by 69% in Q2 2026, buying an estimated $207K and bringing the position to 3,837 shares worth $528K. The position accounts for 0.14% of the portfolio, ranked #99.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,837 shares of iShares S&P 500 Growth ETF worth $528K as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,564 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $207K.
- iShares S&P 500 Growth ETF made up 0.14% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #99 holding.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
- 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.