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

Juncture Wealth Strategies’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	$217K	Buy	+1,581	New	+$209K	0.06%	172

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Juncture Wealth Strategies's IVW Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,581 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings.

425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Juncture Wealth Strategies held 1,581 shares of iShares S&P 500 Growth ETF worth $217K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Juncture Wealth Strategies position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #172 holding.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.