Lakeshore Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lakeshore Financial Planning’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	$3.25M	Buy	23,601 +1,504	+7%	+$199K	1.04%	18
2026 Q1	$2.5M	Sell	22,097 -625	-3%	-$75.2K	0.91%	17
2025 Q4	$2.8M	Buy	22,722 +1,194	+6%	+$146K	1%	17
2025 Q3	$2.6M	Sell	21,528 -715	-3%	-$82.2K	0.96%	18
2025 Q2	$2.45M	Buy	22,243 +9,439	+74%	+$934K	0.98%	17
2025 Q1	$1.19M	Buy	12,804 +2,049	+19%	+$207K	0.5%	20
2024 Q4	$1.09M	Buy	10,755 +2,589	+32%	+$258K	0.47%	20
2024 Q3	$782K	Buy	+8,166	New	+$754K	0.34%	21

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Lakeshore Financial Planning's IVW Position: Q2 2026 in Review

Lakeshore Financial Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 6.8% in Q2 2026, buying an estimated $199K and bringing the position to 23,601 shares worth $3.25M. The position accounts for 1.04% of the portfolio, ranked #18.

Lakeshore Financial Planning first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Lakeshore Financial Planning held 23,601 shares of iShares S&P 500 Growth ETF worth $3.25M as of Q2 2026.
Lakeshore Financial Planning bought 1,504 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $199K.
iShares S&P 500 Growth ETF made up 1.04% of Lakeshore Financial Planning's portfolio in Q2 2026, its #18 holding.
Lakeshore Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.