HWA
IVW icon

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

HHM 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 		$94.8K Hold
689
– – 0.01% 295
2026
Q1 		$77.9K Hold
689
– – 0.01% 310
2025
Q4 		$84.9K Buy
689
+59
+9% +$7.22K 0.01% 289
2025
Q3 		$76.1K Buy
630
+149
+31% +$17.1K 0.01% 309
2025
Q2 		$53K Hold
481
– – 0.01% 364
2025
Q1 		$44.7K Hold
481
– – 0.01% 380
2024
Q4 		$48.8K Sell
481
-80
-14% -$7.98K 0.01% 359
2024
Q3 		$53.7K Sell
561
-7,536
-93% -$696K 0.01% 330
2024
Q2 		$749K Sell
8,097
-12
-0.1% -$1.03K 0.11% 70
2024
Q1 		$685K Buy
8,109
+346
+4% +$27.8K 0.11% 63
2023
Q4 		$583K Hold
7,763
– – 0.1% 67
2023
Q3 		$531K Sell
7,763
-144
-2% -$10.2K 0.1% 68
2023
Q2 		$557K Hold
7,907
– – 0.1% 70
2023
Q1 		$505K Buy
7,907
+386
+5% +$23.6K 0.1% 68
2022
Q4 		$440K Sell
7,521
-1,666
-18% -$100K 0.1% 71
2022
Q3 		$531K Hold
9,187
– – 0.14% 51
2022
Q2 		$554K Buy
9,187
+7,606
+481% +$503K 0.14% 58
2022
Q1 		$121K Buy
1,581
+111
+8% +$8.34K 0.03% 200
2021
Q4 		$123K Buy
1,470
+100
+7% +$8.06K 0.03% 192
2021
Q3 		$101K Buy
1,370
+2
+0.1% +$152 0.03% 205
2021
Q2 		$99K Buy
1,368
+61
+5% +$4.22K 0.03% 205
2021
Q1 		$85K Buy
1,307
+23
+2% +$1.49K 0.03% 210
2020
Q4 		$82K Sell
1,284
-744
-37% -$45.1K 0.03% 199
2020
Q3 		$117K Hold
2,028
– – 0.05% 133
2020
Q2 		$105K Buy
2,028
+4
+0.2% +$192 0.04% 135
2020
Q1 		$83K Buy
+2,024
New +$95.7K 0.04% 141

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HHM Wealth Advisors's IVW Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 689 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #295.

HHM Wealth Advisors first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. The position peaked at $749K in Q2 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • HHM Wealth Advisors held 689 shares of iShares S&P 500 Growth ETF worth $94.8K as of Q2 2026.
  • HHM Wealth Advisors 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 HHM Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • HHM Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $749K in Q2 2024.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.