IWA
IVW icon

Inspirion Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Inspirion Wealth Advisors’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 		$1.94M Sell
14,141
-92
-0.6% -$12.1K 0.22% 44
2026
Q1 		$1.61M Hold
14,233
– – 0.2% 49
2025
Q4 		$1.75M Sell
14,233
-734
-5% -$89.8K 0.21% 46
2025
Q3 		$1.43M Buy
14,967
+493
+3% +$56.7K 0.2% 49
2025
Q2 		$1.59M Sell
14,474
-450
-3% -$44.5K 0.21% 47
2025
Q1 		$1.39M Sell
14,924
-25
-0.2% -$2.52K 0.19% 50
2024
Q4 		$1.53M Sell
14,949
-18
-0.1% -$1.8K 0.21% 46
2024
Q3 		$1.43M Sell
14,967
-723
-5% -$66.8K 0.2% 49
2024
Q2 		$1.45M Sell
15,690
-400
-2% -$34.5K 0.22% 43
2024
Q1 		$1.36M Buy
16,090
+140
+0.9% +$11.2K 0.22% 48
2023
Q4 		$1.18M Sell
15,950
-106
-0.7% -$7.54K 0.21% 50
2023
Q3 		$1.1M Hold
16,056
– – 0.21% 50
2023
Q2 		$1.13M Sell
16,056
-207
-1% -$13.7K 0.22% 47
2023
Q1 		$1.04M Sell
16,263
-1,316
-7% -$80.4K 0.21% 48
2022
Q4 		$1.03M Sell
17,579
-3,219
-15% -$193K 0.22% 44
2022
Q3 		$1.2M Buy
20,798
+2,284
+12% +$148K 0.27% 38
2022
Q2 		$1.12M Buy
+18,514
New +$1.23M 0.25% 42

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return