Independent Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Independent Wealth Advisors's IVW Position: Q2 2026 in Review
Independent Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, buying an estimated $9.38K and bringing the position to 1,923 shares worth $264K. The position accounts for 0.24% of the portfolio, ranked #66.
Independent Wealth Advisors first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Independent Wealth Advisors held 1,923 shares of iShares S&P 500 Growth ETF worth $264K as of Q2 2026.
- Independent Wealth Advisors bought 71 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.38K.
- iShares S&P 500 Growth ETF made up 0.24% of Independent Wealth Advisors's portfolio in Q2 2026, its #66 holding.
- Independent Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
- 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.