GoalVest Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

GoalVest Advisory’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	$40.2K	Hold	292	–	–	0.01%	229
2026 Q1	$33K	Hold	292	–	–	0.01%	269
2025 Q4	$36K	Hold	292	–	–	0.01%	273
2025 Q3	$35.3K	Hold	292	–	–	0.01%	248
2025 Q2	$32.1K	Hold	292	–	–	0.01%	240
2025 Q1	$27.1K	Sell	292 -16	-5%	-$1.61K	0.01%	223
2024 Q4	$31.3K	Sell	308 -240	-44%	-$23.9K	0.01%	217
2024 Q3	$52.5K	Sell	548 -1,496	-73%	-$138K	0.02%	186
2024 Q2	$189K	Buy	2,044 +700	+52%	+$60.3K	0.06%	104
2024 Q1	$113K	Hold	1,344	–	–	0.04%	138
2023 Q4	$101K	Hold	1,344	–	–	0.04%	91
2023 Q3	$92K	Sell	1,344 -25	-2%	-$1.77K	0.05%	111
2023 Q2	$96.5K	Buy	1,369 +25	+2%	+$1.65K	0.05%	100
2023 Q1	$85.9K	Hold	1,344	–	–	0.05%	92
2022 Q4	$78.6K	Sell	1,344 -48,931	-97%	-$2.94M	0.05%	94
2022 Q3	$2.91M	Sell	50,275 -477	-0.9%	-$31K	2.04%	13
2022 Q2	$3.13M	Buy	+50,752	New	+$3.36M	1.98%	11
2021 Q1	–	Sell	-252	Closed	-$16K	–	201
2020 Q4	$16K	Buy	+252	New	+$15.3K	0.01%	156

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

GoalVest Advisory's IVW Position: Q2 2026 in Review

GoalVest Advisory held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 292 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #229.

GoalVest Advisory first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.13M in Q2 2022. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

GoalVest Advisory held 292 shares of iShares S&P 500 Growth ETF worth $40.2K as of Q2 2026.
GoalVest Advisory 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 GoalVest Advisory's portfolio in Q2 2026, its #229 holding.
GoalVest Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
GoalVest Advisory's iShares S&P 500 Growth ETF position peaked at $3.13M in Q2 2022.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.