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Helen Stephens Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Helen Stephens Group’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 		$282K Buy
2,054
+2
+0.1% +$264 0.05% 115
2026
Q1 		$232K Buy
2,052
+2
+0.1% +$241 0.05% 110
2025
Q4 		$253K Buy
2,050
+2
+0.1% +$245 0.05% 103
2025
Q3 		$247K Buy
2,048
+3
+0.1% +$345 0.05% 100
2025
Q2 		$225K Buy
+2,045
New +$202K 0.06% 85
2025
Q1 		– Sell
-2,041
Closed -$207K – 89
2024
Q4 		$207K Buy
+2,041
New +$204K 0.06% 83

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 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

Helen Stephens Group's IVW Position: Q2 2026 in Review

Helen Stephens Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, buying an estimated $264 and bringing the position to 2,054 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #115.

Helen Stephens Group first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Helen Stephens Group held 2,054 shares of iShares S&P 500 Growth ETF worth $282K as of Q2 2026.
  • Helen Stephens Group bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
  • iShares S&P 500 Growth ETF made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #115 holding.
  • Helen Stephens Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.