HWM
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Howard Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Howard 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 		$4.04M Sell
29,406
-1,512
-5% -$200K 1.5% 25
2026
Q1 		$3.5M Sell
30,918
-281
-0.9% -$33.8K 1.47% 23
2025
Q4 		$3.85M Sell
31,199
-913
-3% -$112K 1.68% 19
2025
Q3 		$3.88M Sell
32,112
-1,433
-4% -$165K 1.78% 16
2025
Q2 		$3.69M Sell
33,545
-49
-0.1% -$4.85K 1.87% 16
2025
Q1 		$3.12M Sell
33,594
-650
-2% -$65.5K 1.74% 14
2024
Q4 		$3.48M Sell
34,244
-480
-1% -$47.9K 1.88% 14
2024
Q3 		$3.32M Sell
34,724
-2,820
-8% -$260K 1.94% 15
2024
Q2 		$3.47M Sell
37,544
-170
-0.5% -$14.7K 2.74% 8
2024
Q1 		$3.18M Sell
37,714
-65
-0.2% -$5.22K 2.59% 8
2023
Q4 		$2.84M Hold
37,779
– – 2.37% 9
2023
Q3 		$2.58M Hold
37,779
– – 2.38% 10
2023
Q2 		$2.66M Sell
37,779
-550
-1% -$36.4K 2.31% 10
2023
Q1 		$2.45M Sell
38,329
-43
-0.1% -$2.63K 2.04% 11
2022
Q4 		$2.24M Sell
38,372
-115
-0.3% -$6.91K 1.84% 13
2022
Q3 		$2.23M Buy
38,487
+5
+0% +$325 1.58% 17
2022
Q2 		$2.32M Sell
38,482
-50
-0.1% -$3.31K 2.46% 11
2022
Q1 		$2.94M Buy
38,532
+4,876
+14% +$366K 1.6% 14
2021
Q4 		$2.82M Sell
33,656
-63
-0.2% -$5.08K 1.49% 16
2021
Q3 		$2.49M Sell
33,719
-415
-1% -$31.6K 1.39% 18
2021
Q2 		$2.48M Buy
34,134
+29
+0.1% +$2.01K 1.37% 18
2021
Q1 		$2.22M Sell
34,105
-101
-0.3% -$6.53K 1.3% 20
2020
Q4 		$2.18M Sell
34,206
-982
-3% -$59.5K 1.36% 19
2020
Q3 		$2.03M Sell
35,188
-848
-2% -$48K 1.45% 18
2020
Q2 		$1.87M Sell
36,036
-1,604
-4% -$76.9K 1.53% 18
2020
Q1 		$1.55M Sell
37,640
-1,180
-3% -$55.8K 1.63% 16
2019
Q4 		$1.88M Buy
+38,820
New +$1.8M 1.57% 14

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
Commonwealth Equity Services
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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Howard Wealth Management's IVW Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q2 2026, selling an estimated $200K and leaving 29,406 shares worth $4.04M. The position accounts for 1.5% of the portfolio, ranked #25.

Howard Wealth Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 1,056 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Howard Wealth Management held 29,406 shares of iShares S&P 500 Growth ETF worth $4.04M as of Q2 2026.
  • Howard Wealth Management sold 1,512 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $200K.
  • iShares S&P 500 Growth ETF made up 1.5% of Howard Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Howard Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.