NWAG
IVW icon

Net Worth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Net Worth Advisory Group’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 		$1.23M Sell
8,968
-78,432
-90% -$10.4M 0.31% 60
2026
Q1 		$9.89M Sell
87,400
-625
-0.7% -$75.2K 2.05% 11
2025
Q4 		$10.8M Buy
88,025
+78,076
+785% +$9.56M 2.19% 10
2025
Q3 		$1.2M Sell
9,949
-81,645
-89% -$9.39M 0.35% 53
2025
Q2 		$10.1M Buy
91,594
+81,068
+770% +$8.02M 2.24% 10
2025
Q1 		$977K Buy
10,526
+202
+2% +$20.4K 0.31% 57
2024
Q4 		$1.05M Sell
10,324
-435
-4% -$43.4K 0.32% 49
2024
Q3 		$1.03M Buy
+10,759
New +$993K 0.31% 53

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Net Worth Advisory Group's IVW Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 90% in Q2 2026, selling an estimated $10.4M and leaving 8,968 shares worth $1.23M. The position accounts for 0.31% of the portfolio, ranked #60.

Net Worth Advisory Group first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.8M in Q4 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Net Worth Advisory Group held 8,968 shares of iShares S&P 500 Growth ETF worth $1.23M as of Q2 2026.
  • Net Worth Advisory Group sold 78,432 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.4M.
  • iShares S&P 500 Growth ETF made up 0.31% of Net Worth Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Net Worth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's iShares S&P 500 Growth ETF position peaked at $10.8M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.