MI
IVW icon

Moneywise Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moneywise Inc’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 		$1.32M Sell
9,627
-283
-3% -$37.4K 0.49% 41
2026
Q1 		$1.12M Buy
9,910
+1,003
+11% +$121K 0.49% 43
2025
Q4 		$1.1M Sell
8,907
-187
-2% -$22.9K 0.46% 44
2025
Q3 		$1.1M Buy
9,094
+92
+1% +$10.6K 0.5% 35
2025
Q2 		$991K Sell
9,002
-62,506
-87% -$6.19M 0.46% 36
2025
Q1 		$6.64M Buy
71,508
+3,235
+5% +$326K 3.51% 9
2024
Q4 		$6.93M Buy
68,273
+6,654
+11% +$664K 3.48% 9
2024
Q3 		$5.9M Buy
61,619
+20,319
+49% +$1.88M 2.9% 12
2024
Q2 		$3.82M Buy
41,300
+15,053
+57% +$1.3M 2.02% 15
2024
Q1 		$2.22M Buy
26,247
+15,301
+140% +$1.23M 1.2% 20
2023
Q4 		$822K Buy
10,946
+4,544
+71% +$323K 0.47% 29
2023
Q3 		$438K Buy
6,402
+718
+13% +$50.8K 0.27% 32
2023
Q2 		$401K Buy
5,684
+20
+0.4% +$1.32K 0.25% 35
2023
Q1 		$362K Buy
5,664
+15
+0.3% +$917 0.23% 37
2022
Q4 		$330K Buy
5,649
+11
+0.2% +$661 0.25% 35
2022
Q3 		$326K Buy
5,638
+13
+0.2% +$845 0.27% 38
2022
Q2 		$339K Buy
5,625
+8
+0.1% +$529 0.26% 35
2022
Q1 		$429K Buy
5,617
+9
+0.2% +$676 0.28% 32
2021
Q4 		$469K Buy
5,608
+5
+0.1% +$403 0.3% 33
2021
Q3 		$414K Sell
5,603
-71
-1% -$5.41K 0.27% 34
2021
Q2 		$413K Buy
5,674
+6
+0.1% +$415 0.28% 36
2021
Q1 		$369K Buy
5,668
+7
+0.1% +$453 0.25% 38
2020
Q4 		$361K Buy
5,661
+13
+0.2% +$788 0.26% 38
2020
Q3 		$326K Buy
5,648
+12
+0.2% +$679 0.26% 37
2020
Q2 		$292K Buy
5,636
+8
+0.1% +$384 0.23% 38
2020
Q1 		$232K Buy
5,628
+16
+0.3% +$757 0.2% 38
2019
Q4 		$253K Sell
5,612
-312
-5% -$14.5K 0.19% 33
2019
Q3 		$267K Buy
5,924
+16
+0.3% +$724 0.22% 32
2019
Q2 		$265K Buy
5,908
+192
+3% +$8.44K 0.2% 32
2019
Q1 		$222K Sell
5,716
-156
-3% -$6.39K 0.19% 35
2018
Q4 		$221K Buy
5,872
+28
+0.5% +$1.13K 0.21% 34
2018
Q3 		$259K Buy
5,844
+16
+0.3% +$688 0.22% 32
2018
Q2 		$237K Buy
5,828
+112
+2% +$4.5K 0.2% 36
2018
Q1 		$222K Sell
5,716
-388
-6% -$15.5K 0.18% 36
2017
Q4 		$233K Buy
6,104
+16
+0.3% +$598 0.17% 32
2017
Q3 		$218K Buy
6,088
+20
+0.3% +$704 0.17% 32
2017
Q2 		$208K Sell
6,068
-284
-4% -$9.63K 0.18% 35
2017
Q1 		$209K Buy
+6,352
New +$204K 0.19% 33

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

Moneywise Inc's IVW Position: Q2 2026 in Review

Moneywise Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.9% in Q2 2026, selling an estimated $37.4K and leaving 9,627 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #41.

Moneywise Inc first reported a position in IVW in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.93M in Q4 2024. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Moneywise Inc held 9,627 shares of iShares S&P 500 Growth ETF worth $1.32M as of Q2 2026.
  • Moneywise Inc sold 283 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $37.4K.
  • iShares S&P 500 Growth ETF made up 0.49% of Moneywise Inc's portfolio in Q2 2026, its #41 holding.
  • Moneywise Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • Moneywise Inc's iShares S&P 500 Growth ETF position peaked at $6.93M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.