IPAM
IVW icon

Investment Partners Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investment Partners Asset 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
2026
Q2 		$354K Hold
2,572
– – 0.2% 126
2026
Q1 		$291K Hold
2,572
– – 0.18% 132
2025
Q4 		$317K Hold
2,572
– – 0.2% 128
2025
Q3 		$310K Hold
2,572
– – 0.2% 130
2025
Q2 		$283K Buy
2,572
+20
+0.8% +$1.98K 0.2% 125
2025
Q1 		$237K Buy
2,552
+35
+1% +$3.53K 0.19% 130
2024
Q4 		$256K Hold
2,517
– – 0.2% 122
2024
Q3 		$241K Sell
2,517
-16
-0.6% -$1.48K 0.2% 121
2024
Q2 		$234K Buy
2,533
+15
+0.6% +$1.29K 0.21% 115
2024
Q1 		$213K Buy
+2,518
New +$202K 0.19% 129

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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Investment Partners Asset Management's IVW Position: Q2 2026 in Review

Investment Partners Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,572 shares worth $354K. The position accounts for 0.2% of the portfolio, ranked #126.

Investment Partners Asset Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Investment Partners Asset Management held 2,572 shares of iShares S&P 500 Growth ETF worth $354K as of Q2 2026.
  • Investment Partners Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.2% of Investment Partners Asset Management's portfolio in Q2 2026, its #126 holding.
  • Investment Partners Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.