IWN
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Independent Wealth Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independent Wealth Network’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 		$595K Sell
4,327
-186
-4% -$24.6K 0.15% 167
2026
Q1 		$511K Buy
4,513
+58
+1% +$6.98K 0.15% 162
2025
Q4 		$549K Buy
4,455
+1,113
+33% +$136K 0.17% 139
2025
Q3 		$403K Sell
3,342
-99
-3% -$11.4K 0.13% 177
2025
Q2 		$379K Buy
3,441
+13
+0.4% +$1.29K 0.14% 167
2025
Q1 		$318K Buy
3,428
+1,033
+43% +$104K 0.13% 177
2024
Q4 		$243K Sell
2,395
-861
-26% -$85.9K 0.1% 198
2024
Q3 		$312K Sell
3,256
-40
-1% -$3.69K 0.14% 166
2024
Q2 		$305K Sell
3,296
-19
-0.6% -$1.64K 0.14% 164
2024
Q1 		$280K Buy
3,315
+2
+0.1% +$161 0.13% 177
2023
Q4 		$249K Buy
3,313
+41
+1% +$2.92K 0.13% 167
2023
Q3 		$224K Buy
3,272
+35
+1% +$2.48K 0.14% 173
2023
Q2 		$228K Buy
3,237
+42
+1% +$2.78K 0.14% 175
2023
Q1 		$204K Buy
+3,195
New +$195K 0.13% 179
2022
Q2 		– Sell
-5,037
Closed -$385K – 203
2022
Q1 		$385K Buy
5,037
+919
+22% +$69K 0.24% 112
2021
Q4 		$345K Sell
4,118
-13,445
-77% -$1.08M 0.21% 126
2021
Q3 		$1.43M Buy
+17,563
New +$1.34M 0.94% 26

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Independent Wealth Network's IVW Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, selling an estimated $24.6K and leaving 4,327 shares worth $595K. The position accounts for 0.15% of the portfolio, ranked #167.

Independent Wealth Network first reported a position in IVW in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.43M in Q3 2021. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Independent Wealth Network held 4,327 shares of iShares S&P 500 Growth ETF worth $595K as of Q2 2026.
  • Independent Wealth Network sold 186 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $24.6K.
  • iShares S&P 500 Growth ETF made up 0.15% of Independent Wealth Network's portfolio in Q2 2026, its #167 holding.
  • Independent Wealth Network first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • Independent Wealth Network's iShares S&P 500 Growth ETF position peaked at $1.43M in Q3 2021.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.