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Networth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Networth Advisors’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 		$19.6K Sell
142
-12
-8% -$1.58K 0.01% 147
2026
Q1 		$17.4K Buy
154
+2
+1% +$241 0.01% 148
2025
Q4 		$18.7K Buy
+152
New +$18.6K 0.01% 120

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Networth Advisors's IVW Position: Q2 2026 in Review

Networth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q2 2026, selling an estimated $1.58K and leaving 142 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #147.

Networth Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Networth Advisors held 142 shares of iShares S&P 500 Growth ETF worth $19.6K as of Q2 2026.
  • Networth Advisors sold 12 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.58K.
  • iShares S&P 500 Growth ETF made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #147 holding.
  • Networth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.