KWM
IVW icon

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

Kiker Wealth 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 		$2.89K Buy
+21
New +$2.77K ﹤0.01% 154
2025
Q4 		– Sell
-668
Closed -$80.6K – 99
2025
Q3 		$80.6K Buy
+668
New +$76.8K 0.04% 122

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kiker Wealth Management's IVW Position: Q2 2026 in Review

Kiker Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 21 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in IVW as recently as Q3 2025.

Kiker Wealth Management first reported a position in IVW in Q3 2025 and has held it in 2 quarters since. The position peaked at $80.6K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kiker Wealth Management held 21 shares of iShares S&P 500 Growth ETF worth $2.89K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Kiker Wealth Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Kiker Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Kiker Wealth Management's iShares S&P 500 Growth ETF position peaked at $80.6K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.