NOI
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Newton One Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Newton One Investments’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 		$477K Sell
3,465
-232
-6% -$30.6K 0.12% 27
2026
Q1 		$418K Hold
3,697
– – 0.11% 29
2025
Q4 		$456K Hold
3,697
– – 0.13% 28
2025
Q3 		$446K Sell
3,697
-438
-11% -$50.4K 0.13% 28
2025
Q2 		$455K Hold
4,135
– – 0.14% 28
2025
Q1 		$384K Hold
4,135
– – 0.14% 27
2024
Q4 		$420K Sell
4,135
-387
-9% -$38.6K 0.16% 27
2024
Q3 		$433K Sell
4,522
-92
-2% -$8.49K 0.17% 26
2024
Q2 		$427K Sell
4,614
-558
-11% -$48.1K 0.18% 26
2024
Q1 		$437K Sell
5,172
-89
-2% -$7.15K 0.19% 27
2023
Q4 		$395K Buy
5,261
+32
+0.6% +$2.28K 0.18% 26
2023
Q3 		$358K Hold
5,229
– – 0.21% 29
2023
Q2 		$369K Buy
5,229
+11
+0.2% +$727 0.21% 29
2023
Q1 		$333K Buy
5,218
+606
+13% +$37K 0.2% 29
2022
Q4 		$270K Buy
+4,612
New +$277K 0.17% 31

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

Newton One Investments's IVW Position: Q2 2026 in Review

Newton One Investments reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, selling an estimated $30.6K and leaving 3,465 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #27.

Newton One Investments first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 663 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Newton One Investments held 3,465 shares of iShares S&P 500 Growth ETF worth $477K as of Q2 2026.
  • Newton One Investments sold 232 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $30.6K.
  • iShares S&P 500 Growth ETF made up 0.12% of Newton One Investments's portfolio in Q2 2026, its #27 holding.
  • Newton One Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.