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IVW icon

Guidance Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Guidance Capital’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 		$283K Hold
2,077
– – 0.06% 210
2026
Q1 		$273K Hold
2,077
– – 0.06% 208
2025
Q4 		$256K Buy
2,077
+1
+0% +$122 0.06% 203
2025
Q3 		$255K Sell
2,076
-9
-0.4% -$1.03K 0.07% 183
2025
Q2 		$233K Sell
2,085
-174
-8% -$17.2K 0.07% 193
2025
Q1 		$220K Sell
2,259
-1,904
-46% -$192K 0.07% 192
2024
Q4 		$442K Sell
4,163
-28,154
-87% -$2.81M 0.14% 155
2024
Q3 		$3.15M Sell
32,317
-988
-3% -$91.2K 0.99% 19
2024
Q2 		$3.04M Buy
33,305
+328
+1% +$28.3K 1% 18
2024
Q1 		$2.72M Buy
32,977
+15,104
+85% +$1.21M 1% 18
2023
Q4 		$1.32M Sell
17,873
-1,383
-7% -$98.4K 0.52% 36
2023
Q3 		$1.31M Sell
19,256
-112
-0.6% -$7.93K 0.58% 29
2023
Q2 		$1.36M Buy
+19,368
New +$1.28M 0.59% 32

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Guidance Capital's IVW Position: Q2 2026 in Review

Guidance Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,077 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #210.

Guidance Capital first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q3 2024. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Guidance Capital held 2,077 shares of iShares S&P 500 Growth ETF worth $283K as of Q2 2026.
  • Guidance Capital left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Guidance Capital's portfolio in Q2 2026, its #210 holding.
  • Guidance Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Guidance Capital's iShares S&P 500 Growth ETF position peaked at $3.15M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.