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

Iams 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
2023
Q3 		– Sell
-25,000
Closed -$1.74M – 188
2023
Q2 		$1.74M Buy
+25,000
New +$1.65M 0.63% 58

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 $43.3B AUM 29.3% 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

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

Iams Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, buying an estimated $1.06K and bringing the position to 7,705 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #93.

Iams Wealth Management first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.79M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Iams Wealth Management held 7,705 shares of iShares S&P 500 Growth ETF worth $1.06M as of Q2 2026.
  • Iams Wealth Management bought 8 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.06K.
  • iShares S&P 500 Growth ETF made up 0.32% of Iams Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Iams Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.79M in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.