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NorthAvenue LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

NorthAvenue LLC’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 		$24.7K Sell
180
-59
-25% -$7.79K 0.02% 104
2026
Q1 		$27K Hold
239
– – 0.02% 88
2025
Q4 		$29.4K Buy
+239
New +$29.3K 0.02% 90

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

NorthAvenue LLC's IVW Position: Q2 2026 in Review

NorthAvenue LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q2 2026, selling an estimated $7.79K and leaving 180 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #104.

NorthAvenue LLC first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.4K in Q4 2025. 599 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • NorthAvenue LLC held 180 shares of iShares S&P 500 Growth ETF worth $24.7K as of Q2 2026.
  • NorthAvenue LLC sold 59 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.79K.
  • iShares S&P 500 Growth ETF made up 0.02% of NorthAvenue LLC's portfolio in Q2 2026, its #104 holding.
  • NorthAvenue LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's iShares S&P 500 Growth ETF position peaked at $29.4K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.