NLP
IVW icon

Next Level Private’s iShares S&P 500 Growth ETF IVW Stock Holding History

Next Level Private’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 		$2.33M Sell
16,968
-1,162
-6% -$153K 0.46% 46
2026
Q1 		$2.05M Buy
18,130
+1,883
+12% +$226K 0.46% 48
2025
Q4 		$2M Sell
16,247
-117
-0.7% -$14.3K 0.52% 43
2025
Q3 		$1.99M Buy
16,364
+6
+0% +$690 0.58% 43
2025
Q2 		$1.8M Sell
16,358
-372
-2% -$36.8K 0.59% 42
2025
Q1 		$1.55M Buy
16,730
+19
+0.1% +$1.92K 0.58% 43
2024
Q4 		$1.7M Buy
16,711
+20
+0.1% +$2K 0.68% 39
2024
Q3 		$1.6M Buy
16,691
+25
+0.2% +$2.31K 0.65% 40
2024
Q2 		$1.54M Buy
16,666
+37
+0.2% +$3.19K 0.71% 40
2024
Q1 		$1.4M Sell
16,629
-207
-1% -$16.6K 0.64% 42
2023
Q4 		$1.26M Sell
16,836
-839
-5% -$59.7K 0.72% 39
2023
Q3 		$1.21M Buy
17,675
+43
+0.2% +$3.04K 0.81% 36
2023
Q2 		$1.23M Sell
17,632
-63
-0.4% -$4.17K 0.79% 35
2023
Q1 		$1.13M Sell
17,695
-357
-2% -$21.8K 0.89% 34
2022
Q4 		$1.06M Buy
+18,052
New +$1.08M 0.78% 31
2022
Q1 		– Sell
-2,469
Closed -$207K – 91
2021
Q4 		$207K Buy
+2,469
New +$199K 0.17% 81

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

Next Level Private's IVW Position: Q2 2026 in Review

Next Level Private reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q2 2026, selling an estimated $153K and leaving 16,968 shares worth $2.33M. The position accounts for 0.46% of the portfolio, ranked #46.

Next Level Private first reported a position in IVW in Q4 2021 and has held it in 16 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Next Level Private held 16,968 shares of iShares S&P 500 Growth ETF worth $2.33M as of Q2 2026.
  • Next Level Private sold 1,162 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $153K.
  • iShares S&P 500 Growth ETF made up 0.46% of Next Level Private's portfolio in Q2 2026, its #46 holding.
  • Next Level Private first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.