LF
IVW icon

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

Lantz Financial’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 		$9.03M Buy
65,630
+513
+0.8% +$67.7K 1.65% 10
2026
Q1 		$7.37M Buy
65,117
+4,843
+8% +$582K 1.52% 14
2025
Q4 		$7.43M Buy
60,274
+3,123
+5% +$382K 1.57% 15
2025
Q3 		$6.9M Buy
57,151
+3,014
+6% +$347K 1.53% 15
2025
Q2 		$5.96M Sell
54,137
-2,473
-4% -$245K 1.49% 16
2025
Q1 		$5.26M Buy
56,610
+3,004
+6% +$303K 1.44% 14
2024
Q4 		$5.44M Buy
53,606
+672
+1% +$67K 1.45% 15
2024
Q3 		$5.07M Buy
52,934
+960
+2% +$88.6K 1.37% 14
2024
Q2 		$4.81M Buy
51,974
+18,156
+54% +$1.57M 1.49% 12
2024
Q1 		$2.86M Buy
33,818
+21,407
+172% +$1.72M 0.92% 20
2023
Q4 		$932K Buy
12,411
+1,665
+15% +$119K 0.34% 79
2023
Q3 		$735K Buy
+10,746
New +$760K 0.29% 86

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Lantz Financial's IVW Position: Q2 2026 in Review

Lantz Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.79% in Q2 2026, buying an estimated $67.7K and bringing the position to 65,630 shares worth $9.03M. The position accounts for 1.65% of the portfolio, ranked #10.

Lantz Financial first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Lantz Financial held 65,630 shares of iShares S&P 500 Growth ETF worth $9.03M as of Q2 2026.
  • Lantz Financial bought 513 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $67.7K.
  • iShares S&P 500 Growth ETF made up 1.65% of Lantz Financial's portfolio in Q2 2026, its #10 holding.
  • Lantz Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.