IW
IVW icon

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

Instrumental Wealth’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 		$26.8M Buy
194,694
+6,533
+3% +$863K 13.56% 2
2026
Q1 		$21.3M Buy
188,161
+3,446
+2% +$414K 13.08% 3
2025
Q4 		$22.3M Buy
184,715
+37,417
+25% +$4.58M 13.37% 3
2025
Q3 		$18.3M Buy
147,298
+197
+0.1% +$22.7K 12.85% 2
2025
Q2 		$16.4M Buy
147,101
+3,743
+3% +$370K 13.01% 2
2025
Q1 		$13.5M Buy
143,358
+4,060
+3% +$409K 12.22% 2
2024
Q4 		$14.4M Buy
139,298
+722
+0.5% +$72K 13.63% 1
2024
Q3 		$13.6M Buy
138,576
+2,293
+2% +$212K 13.21% 1
2024
Q2 		$12.1M Buy
136,283
+1,115
+0.8% +$96.1K 12.54% 1
2024
Q1 		$11.9M Sell
135,168
-18,325
-12% -$1.47M 5.19% 2
2023
Q4 		$12M Sell
153,493
-1,529
-1% -$109K 13% 1
2023
Q3 		$10.9M Sell
155,022
-9,976
-6% -$706K 12.73% 2
2023
Q2 		$11.6M Buy
164,998
+3,045
+2% +$201K 13.96% 1
2023
Q1 		$10.3M Buy
+161,953
New +$9.9M 13.63% 1

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Instrumental Wealth's IVW Position: Q2 2026 in Review

Instrumental Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, buying an estimated $863K and bringing the position to 194,694 shares worth $26.8M. The position accounts for 13.56% of the portfolio, ranked #2.

Instrumental Wealth first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Instrumental Wealth held 194,694 shares of iShares S&P 500 Growth ETF worth $26.8M as of Q2 2026.
  • Instrumental Wealth bought 6,533 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $863K.
  • iShares S&P 500 Growth ETF made up 13.56% of Instrumental Wealth's portfolio in Q2 2026, its #2 holding.
  • Instrumental Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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