Holland Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holland Advisory Services’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	$516K	Sell	3,755 -338	-8%	-$44.6K	0.57%	23
2026 Q1	$463K	Buy	4,093 +4	+0.1%	+$481	0.62%	23
2025 Q4	$504K	Buy	4,089 +4	+0.1%	+$490	0.68%	17
2025 Q3	$493K	Buy	4,085 +5	+0.1%	+$575	0.68%	19
2025 Q2	$449K	Buy	4,080 +4	+0.1%	+$396	0.66%	20
2025 Q1	$378K	Buy	4,076 +5	+0.1%	+$504	0.57%	25
2024 Q4	$413K	Buy	4,071 +5	+0.1%	+$499	0.54%	22
2024 Q3	$389K	Buy	4,066 +6	+0.1%	+$554	0.51%	25
2024 Q2	$376K	Buy	4,060 +4	+0.1%	+$345	0.46%	25
2024 Q1	$343K	Buy	4,056 +4	+0.1%	+$321	0.38%	26
2023 Q4	$304K	Buy	4,052 +24	+0.6%	+$1.71K	0.35%	28
2023 Q3	$276K	Hold	4,028	–	–	0.35%	30
2023 Q2	$284K	Buy	4,028 +9	+0.2%	+$595	0.36%	24
2023 Q1	$257K	Buy	4,019 +12	+0.3%	+$734	0.3%	26
2022 Q4	$234K	Buy	4,007 +9	+0.2%	+$540	0.28%	26
2022 Q3	$231K	Sell	3,998 -209	-5%	-$13.6K	0.29%	25
2022 Q2	$254K	Sell	4,207 -144	-3%	-$9.53K	0.3%	27
2022 Q1	$332K	Buy	4,351 +7	+0.2%	+$526	0.39%	27
2021 Q4	$363K	Buy	+4,344	New	+$350K	0.42%	27

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Holland Advisory Services's IVW Position: Q2 2026 in Review

Holland Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.3% in Q2 2026, selling an estimated $44.6K and leaving 3,755 shares worth $516K. The position accounts for 0.57% of the portfolio, ranked #23.

Holland Advisory Services first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Holland Advisory Services held 3,755 shares of iShares S&P 500 Growth ETF worth $516K as of Q2 2026.
Holland Advisory Services sold 338 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.6K.
iShares S&P 500 Growth ETF made up 0.57% of Holland Advisory Services's portfolio in Q2 2026, its #23 holding.
Holland Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.