Higgins & Schmidt Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$7.76M	Sell	56,445 -3,252	-5%	-$429K	3.2%	8
2026 Q1	$6.75M	Sell	59,697 -7,074	-11%	-$851K	3.08%	10
2025 Q4	$8.23M	Sell	66,771 -3,493	-5%	-$428K	3.9%	7
2025 Q3	$8.48M	Sell	70,264 -1,711	-2%	-$197K	4.28%	7
2025 Q2	$7.92M	Sell	71,975 -965	-1%	-$95.5K	4.39%	7
2025 Q1	$6.77M	Sell	72,940 -2,359	-3%	-$238K	4%	8
2024 Q4	$7.65M	Sell	75,299 -6,840	-8%	-$682K	4.77%	5
2024 Q3	$7.86M	Sell	82,139 -3,918	-5%	-$362K	5.08%	6
2024 Q2	$7.96M	Sell	86,057 -1,070	-1%	-$92.2K	5.74%	6
2024 Q1	$7.36M	Sell	87,127 -1,270	-1%	-$102K	5.43%	6
2023 Q4	$6.64M	Buy	+88,397	New	+$6.29M	5.35%	6

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's IVW Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.4% in Q2 2026, selling an estimated $429K and leaving 56,445 shares worth $7.76M. The position accounts for 3.2% of the portfolio, ranked #8.

Higgins & Schmidt Wealth Strategies first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 56,445 shares of iShares S&P 500 Growth ETF worth $7.76M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 3,252 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $429K.
iShares S&P 500 Growth ETF made up 3.2% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #8 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $8.48M in Q3 2025.
1,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.