LGW
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Leslie Global Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Leslie Global 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 		$904K Sell
6,576
-190
-3% -$25.1K 0.35% 32
2026
Q1 		$765K Sell
6,766
-7,761
-53% -$933K 0.4% 26
2025
Q4 		$1.79M Buy
14,527
+8,924
+159% +$1.09M 0.81% 18
2025
Q3 		$676K Sell
5,603
-12,965
-70% -$1.49M 0.32% 31
2025
Q2 		$2.04M Buy
18,568
+9,462
+104% +$937K 1.09% 16
2025
Q1 		$845K Sell
9,106
-684
-7% -$69K 0.41% 30
2024
Q4 		$994K Sell
9,790
-11,469
-54% -$1.14M 0.46% 33
2024
Q3 		$2.04M Buy
21,259
+10,880
+105% +$1M 0.99% 21
2024
Q2 		$960K Buy
+10,379
New +$895K 0.56% 29

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

Leslie Global Wealth's IVW Position: Q2 2026 in Review

Leslie Global Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, selling an estimated $25.1K and leaving 6,576 shares worth $904K. The position accounts for 0.35% of the portfolio, ranked #32.

Leslie Global Wealth first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q2 2025. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Leslie Global Wealth held 6,576 shares of iShares S&P 500 Growth ETF worth $904K as of Q2 2026.
  • Leslie Global Wealth sold 190 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares S&P 500 Growth ETF made up 0.35% of Leslie Global Wealth's portfolio in Q2 2026, its #32 holding.
  • Leslie Global Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Leslie Global Wealth's iShares S&P 500 Growth ETF position peaked at $2.04M in Q2 2025.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.