KW
IVW icon

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

KWB 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 		$1.31M Sell
9,543
-168
-2% -$22.2K 0.11% 79
2026
Q1 		$1.2M Hold
9,711
– – 0.12% 72
2025
Q4 		$1.2M Hold
9,711
– – 0.11% 72
2025
Q3 		$1.07M Hold
9,711
– – 0.12% 72
2025
Q2 		$901K Buy
9,711
+2
+0% +$198 0.11% 78
2025
Q1 		$986K Hold
9,709
– – 0.12% 78
2024
Q4 		$930K Hold
9,709
– – 0.12% 67
2024
Q3 		$898K Hold
9,709
– – 0.12% 65
2024
Q2 		$820K Hold
9,709
– – 0.11% 66
2024
Q1 		$820K Sell
9,709
-197
-2% -$15.8K 0.11% 66
2023
Q4 		$744K Sell
9,906
-149
-1% -$10.6K 0.11% 66
2023
Q3 		$709K Hold
10,055
– – 0.11% 62
2023
Q2 		$709K Sell
10,055
-80
-0.8% -$5.29K 0.11% 62
2023
Q1 		$593K Hold
10,135
– – 0.11% 63
2022
Q4 		$593K Hold
10,135
– – 0.11% 61
2022
Q3 		$586K Sell
10,135
-36
-0.4% -$2.34K 0.12% 58
2022
Q2 		$614K Sell
10,171
-46
-0.5% -$3.04K 0.12% 56
2022
Q1 		$855K Hold
10,217
– – 0.14% 42
2021
Q4 		$855K Hold
10,217
– – 0.14% 42
2021
Q3 		$755K Sell
10,217
-315
-3% -$24K 0.13% 45
2021
Q2 		$686K Hold
10,532
– – 0.13% 44
2021
Q1 		$686K Sell
10,532
-107
-1% -$6.92K 0.13% 44
2020
Q4 		$679K Buy
+10,639
New +$645K 0.14% 45

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

KWB Wealth's IVW Position: Q2 2026 in Review

KWB Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $22.2K and leaving 9,543 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #79.

KWB Wealth first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • KWB Wealth held 9,543 shares of iShares S&P 500 Growth ETF worth $1.31M as of Q2 2026.
  • KWB Wealth sold 168 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.2K.
  • iShares S&P 500 Growth ETF made up 0.11% of KWB Wealth's portfolio in Q2 2026, its #79 holding.
  • KWB Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.