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IVW icon

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

LifeSteps 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 		$1.63M Buy
11,884
+350
+3% +$46.2K 0.76% 25
2026
Q1 		$1.3M Sell
11,534
-13
-0.1% -$1.56K 0.83% 25
2025
Q4 		$1.42M Sell
11,547
-77
-0.7% -$9.42K 0.91% 24
2025
Q3 		$1.4M Buy
11,624
+624
+6% +$71.8K 0.9% 25
2025
Q2 		$1.21M Hold
11,000
– – 0.83% 26
2025
Q1 		$1.02M Sell
11,000
-736
-6% -$74.2K 0.83% 26
2024
Q4 		$1.19M Sell
11,736
-31
-0.3% -$3.09K 0.91% 26
2024
Q3 		$1.13M Hold
11,767
– – 0.88% 26
2024
Q2 		$1.09M Hold
11,767
– – 0.9% 25
2024
Q1 		$994K Hold
11,767
– – 0.75% 27
2023
Q4 		$884K Hold
11,767
– – 0.78% 27
2023
Q3 		$805K Hold
11,767
– – 0.82% 27
2023
Q2 		$829K Hold
11,767
– – 0.82% 27
2023
Q1 		$752K Hold
11,767
– – 0.8% 27
2022
Q4 		$688K Hold
11,767
– – 0.72% 30
2022
Q3 		$681K Hold
11,767
– – 0.77% 28
2022
Q2 		$710K Hold
11,767
– – 0.74% 28
2022
Q1 		$899K Hold
11,767
– – 0.66% 32
2021
Q4 		$985K Hold
11,767
– – 0.7% 29
2021
Q3 		$870K Hold
11,767
– – 0.67% 29
2021
Q2 		$856K Buy
11,767
+267
+2% +$18.5K 0.66% 30
2021
Q1 		$749K Hold
11,500
– – 0.63% 29
2020
Q4 		$734K Hold
11,500
– – 0.67% 26
2020
Q3 		$664K Hold
11,500
– – 0.7% 28
2020
Q2 		$597K Sell
11,500
-1,076
-9% -$51.6K 0.69% 29
2020
Q1 		$519K Hold
12,576
– – 0.6% 39
2019
Q4 		$609K Buy
+12,576
New +$583K 0.57% 43

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
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

LifeSteps Financial's IVW Position: Q2 2026 in Review

LifeSteps Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, buying an estimated $46.2K and bringing the position to 11,884 shares worth $1.63M. The position accounts for 0.76% of the portfolio, ranked #25.

LifeSteps Financial first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LifeSteps Financial held 11,884 shares of iShares S&P 500 Growth ETF worth $1.63M as of Q2 2026.
  • LifeSteps Financial bought 350 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $46.2K.
  • iShares S&P 500 Growth ETF made up 0.76% of LifeSteps Financial's portfolio in Q2 2026, its #25 holding.
  • LifeSteps Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.