LWM
IVW icon

LongView Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

LongView Wealth Management’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 		$2.11M Buy
15,325
+273
+2% +$36K 0.54% 46
2026
Q1 		$1.88M Buy
15,052
+1,697
+13% +$204K 0.47% 51
2025
Q4 		$1.67M Buy
13,355
+2,700
+25% +$330K 0.4% 57
2025
Q3 		$1.29M Sell
10,655
-156
-1% -$17.9K 0.35% 63
2025
Q2 		$1.19M Buy
10,811
+94
+0.9% +$9.3K 0.36% 63
2025
Q1 		$995K Buy
10,717
+476
+5% +$48K 0.3% 72
2024
Q4 		$1.04M Buy
10,241
+400
+4% +$39.9K 0.32% 69
2024
Q3 		$942K Sell
9,841
-39
-0.4% -$3.6K 0.3% 70
2024
Q2 		$914K Buy
9,880
+729
+8% +$62.8K 0.34% 64
2024
Q1 		$773K Sell
9,151
-2,835
-24% -$228K 0.31% 71
2023
Q4 		$895K Buy
+11,986
New +$853K 0.4% 57

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

LongView Wealth Management's IVW Position: Q2 2026 in Review

LongView Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, buying an estimated $36K and bringing the position to 15,325 shares worth $2.11M. The position accounts for 0.54% of the portfolio, ranked #46.

LongView Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 694 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LongView Wealth Management held 15,325 shares of iShares S&P 500 Growth ETF worth $2.11M as of Q2 2026.
  • LongView Wealth Management bought 273 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $36K.
  • iShares S&P 500 Growth ETF made up 0.54% of LongView Wealth Management's portfolio in Q2 2026, its #46 holding.
  • LongView Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 694 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.