HWM
IVW icon

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

HRC 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 		$236K Buy
+1,714
New +$226K 0.1% 56
2026
Q1 		– Sell
-1,714
Closed -$211K – 60
2025
Q4 		$211K Hold
1,714
– – 0.1% 53
2025
Q3 		$207K Buy
+1,714
New +$197K 0.1% 52

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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

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

HRC Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,714 shares worth $236K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings. This is a return to the name: HRC Wealth Management previously reported a position in IVW as recently as Q4 2025.

HRC Wealth Management first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 1,088 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • HRC Wealth Management held 1,714 shares of iShares S&P 500 Growth ETF worth $236K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new HRC Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of HRC Wealth Management's portfolio in Q2 2026, its #56 holding.
  • HRC Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,088 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.