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Greenup Street Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Greenup Street Wealth Management’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 		$1.58M Buy
11,461
+2,140
+23% +$283K 0.19% 61
2026
Q1 		$1.05M Sell
9,321
-787
-8% -$94.7K 0.15% 71
2025
Q4 		$1.25M Sell
10,108
-525
-5% -$64.3K 0.18% 64
2025
Q3 		$1.28M Sell
10,633
-598
-5% -$68.8K 0.2% 67
2025
Q2 		$1.24M Sell
11,231
-173
-2% -$17.1K 0.22% 59
2025
Q1 		$1.06M Sell
11,404
-44,469
-80% -$4.48M 0.21% 62
2024
Q4 		$5.67M Buy
55,873
+5,272
+10% +$526K 1.13% 22
2024
Q3 		$4.85M Sell
50,601
-2,620
-5% -$242K 1% 26
2024
Q2 		$4.93M Sell
53,221
-573
-1% -$49.4K 1.16% 18
2024
Q1 		$4.54M Buy
53,794
+2,579
+5% +$207K 1.14% 21
2023
Q4 		$3.85M Buy
51,215
+39,470
+336% +$2.81M 1.07% 22
2023
Q3 		$804K Sell
11,745
-27,330
-70% -$1.93M 0.26% 53
2023
Q2 		$2.75M Sell
39,075
-41,875
-52% -$2.77M 0.75% 31
2023
Q1 		$5.17M Buy
80,950
+65,253
+416% +$3.99M 1.82% 16
2022
Q4 		$918K Buy
15,697
+9,073
+137% +$545K 0.38% 54
2022
Q3 		$383K Buy
+6,624
New +$430K 0.17% 67
2022
Q1 		– Sell
-38,203
Closed -$3.2M – 93
2021
Q4 		$3.2M Buy
+38,203
New +$3.08M 1.88% 12

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenup Street Wealth Management's IVW Position: Q2 2026 in Review

Greenup Street Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q2 2026, buying an estimated $283K and bringing the position to 11,461 shares worth $1.58M. The position accounts for 0.19% of the portfolio, ranked #61.

Greenup Street Wealth Management first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.67M in Q4 2024. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Greenup Street Wealth Management held 11,461 shares of iShares S&P 500 Growth ETF worth $1.58M as of Q2 2026.
  • Greenup Street Wealth Management bought 2,140 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $283K.
  • iShares S&P 500 Growth ETF made up 0.19% of Greenup Street Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Greenup Street Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Greenup Street Wealth Management's iShares S&P 500 Growth ETF position peaked at $5.67M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.