HHWM
IVW icon

Hiley Hunt Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hiley Hunt Wealth Management’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 		$574K Sell
4,170
-39
-0.9% -$5.15K 0.23% 31
2026
Q1 		$476K Sell
4,209
-20
-0.5% -$2.4K 0.21% 32
2025
Q4 		$521K Sell
4,229
-1,835
-30% -$225K 0.23% 32
2025
Q3 		$732K Sell
6,064
-412
-6% -$47.4K 0.34% 25
2025
Q2 		$713K Buy
6,476
+13
+0.2% +$1.29K 0.36% 26
2025
Q1 		$604K Buy
6,463
+12
+0.2% +$1.21K 0.33% 28
2024
Q4 		$655K Sell
6,451
-60
-0.9% -$5.99K 0.36% 25
2024
Q3 		$623K Sell
6,511
-404
-6% -$37.3K 0.36% 25
2024
Q2 		$640K Sell
6,915
-201
-3% -$17.3K 0.4% 27
2024
Q1 		$601K Sell
7,116
-29
-0.4% -$2.33K 0.39% 25
2023
Q4 		$537K Buy
+7,145
New +$509K 0.4% 24

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

Hiley Hunt Wealth Management's IVW Position: Q2 2026 in Review

Hiley Hunt Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q2 2026, selling an estimated $5.15K and leaving 4,170 shares worth $574K. The position accounts for 0.23% of the portfolio, ranked #31.

Hiley Hunt Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $732K in Q3 2025. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hiley Hunt Wealth Management held 4,170 shares of iShares S&P 500 Growth ETF worth $574K as of Q2 2026.
  • Hiley Hunt Wealth Management sold 39 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.15K.
  • iShares S&P 500 Growth ETF made up 0.23% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Hiley Hunt Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Hiley Hunt Wealth Management's iShares S&P 500 Growth ETF position peaked at $732K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.