Laurel Wealth Advisors (North Carolina)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$697K	Sell	5,067 -5	-0.1%	-$660	0.07%	131
2026 Q1	$689K	Sell	5,072 -495	-9%	-$59.5K	0.07%	128
2025 Q4	$686K	Sell	5,567 -577	-9%	-$70.6K	0.09%	126
2025 Q3	$742K	Sell	6,144 -850	-12%	-$97.8K	0.1%	125
2025 Q2	$770K	Buy	6,994 +260	+4%	+$25.7K	0.12%	121
2025 Q1	$625K	Sell	6,734 -590	-8%	-$59.5K	0.1%	122
2024 Q4	$744K	Buy	7,324 +92	+1%	+$9.18K	0.12%	116
2024 Q3	$692K	Sell	7,232 -87	-1%	-$8.03K	0.11%	119
2024 Q2	$677K	Sell	7,319 -188	-3%	-$16.2K	0.12%	120
2024 Q1	$634K	Hold	7,507	–	–	0.11%	120
2023 Q4	$564K	Sell	7,507 -54	-0.7%	-$3.84K	0.11%	120
2023 Q3	$517K	Sell	7,561 -20	-0.3%	-$1.42K	0.11%	118
2023 Q2	$534K	Sell	7,581 -139	-2%	-$9.19K	0.11%	120
2023 Q1	$493K	Buy	7,720 +360	+5%	+$22K	0.1%	121
2022 Q4	$431K	Buy	7,360 +670	+10%	+$40.2K	0.1%	120
2022 Q3	$387K	Buy	6,690 +250	+4%	+$16.2K	0.1%	123
2022 Q2	$389K	Buy	6,440 +60	+0.9%	+$3.97K	0.09%	126
2022 Q1	$487K	Sell	6,380 -385	-6%	-$28.9K	0.1%	124
2021 Q4	$566K	Buy	6,765 +50	+0.7%	+$4.03K	0.12%	116
2021 Q3	$496K	Buy	6,715 +80	+1%	+$6.1K	0.11%	120
2021 Q2	$483K	Buy	6,635 +55	+0.8%	+$3.81K	0.1%	122
2021 Q1	$428K	Sell	6,580 -100	-1%	-$6.46K	0.1%	123
2020 Q4	$426K	Sell	6,680 -400	-6%	-$24.3K	0.11%	121
2020 Q3	$409K	Sell	7,080 -120	-2%	-$6.79K	0.12%	112
2020 Q2	$373K	Sell	7,200 -480	-6%	-$23K	0.12%	111
2020 Q1	$317K	Sell	7,680 -3,072	-29%	-$145K	0.12%	114
2019 Q4	$521K	Sell	10,752 -720	-6%	-$33.4K	0.16%	102
2019 Q3	$516K	Sell	11,472 -2,500	-18%	-$113K	0.18%	101
2019 Q2	$626K	Buy	13,972 +400	+3%	+$17.6K	0.22%	94
2019 Q1	$585K	Hold	13,572	–	–	0.21%	96
2018 Q4	$511K	Buy	+13,572	New	+$549K	0.21%	94

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IVW Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q2 2026, selling an estimated $660 and leaving 5,067 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #131.

Laurel Wealth Advisors (North Carolina) first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $770K in Q2 2025. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 5,067 shares of iShares S&P 500 Growth ETF worth $697K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
iShares S&P 500 Growth ETF made up 0.07% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #131 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares S&P 500 Growth ETF position peaked at $770K in Q2 2025.
686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.