Horizon Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Horizon Financial 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	$404K	Buy	+2,937	New	+$388K	0.15%	58

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

Horizon Financial Services's IVW Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,937 shares worth $404K. The stake represents 0.15% of the portfolio and ranks #58 among its holdings.

1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Horizon Financial Services held 2,937 shares of iShares S&P 500 Growth ETF worth $404K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Horizon Financial Services position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.15% of Horizon Financial Services's portfolio in Q2 2026, its #58 holding.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.