HCR Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

HCR Wealth Advisors’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	$959K	Sell	6,976 -195	-3%	-$25.7K	0.09%	116
2026 Q1	$811K	Buy	7,171 +129	+2%	+$15.5K	0.08%	121
2025 Q4	$868K	Buy	7,042 +2	+0%	+$245	0.09%	119
2025 Q3	$855K	Buy	7,040 +14	+0.2%	+$1.61K	0.09%	117
2025 Q2	$774K	Sell	7,026 -14	-0.2%	-$1.39K	0.09%	115
2025 Q1	$654K	Buy	7,040 +3	+0%	+$302	0.09%	119
2024 Q4	$714K	Hold	7,037	–	–	0.09%	116
2024 Q3	$674K	Hold	7,037	–	–	0.09%	121
2024 Q2	$651K	Buy	7,037 +47	+0.7%	+$4.05K	0.09%	115
2024 Q1	$590K	Buy	6,990 +8	+0.1%	+$643	0.09%	122
2023 Q4	$524K	Buy	6,982 +978	+16%	+$69.6K	0.08%	118
2023 Q3	$411K	Hold	6,004	–	–	0.09%	114
2023 Q2	$423K	Buy	6,004 +100	+2%	+$6.61K	0.08%	123
2023 Q1	$377K	Hold	5,904	–	–	0.07%	128
2022 Q4	$345K	Hold	5,904	–	–	0.07%	132
2022 Q3	$342K	Hold	5,904	–	–	0.07%	132
2022 Q2	$356K	Hold	5,904	–	–	0.07%	132
2022 Q1	$451K	Hold	5,904	–	–	0.07%	133
2021 Q4	$494K	Hold	5,904	–	–	0.08%	138
2021 Q3	$436K	Hold	5,904	–	–	0.07%	144
2021 Q2	$429K	Sell	5,904 -208	-3%	-$14.4K	0.07%	141
2021 Q1	$398K	Buy	+6,112	New	+$395K	0.08%	139

Other funds holding IVW

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

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 $59.6B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return