NWM
IVW icon

Nova Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Nova Wealth Management’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 		$212K Hold
1,545
– – 0.12% 137
2026
Q1 		$175K Sell
1,545
-88
-5% -$10.6K 0.11% 135
2025
Q4 		$201K Sell
1,633
-92
-5% -$11.3K 0.14% 126
2025
Q3 		$208K Sell
1,725
-186
-10% -$21.4K 0.15% 128
2025
Q2 		$210K Sell
1,911
-26
-1% -$2.57K 0.15% 130
2025
Q1 		$180K Buy
1,937
+1,215
+168% +$122K 0.16% 123
2024
Q4 		$73.3K Buy
+722
New +$72K 0.06% 151

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

Nova Wealth Management's IVW Position: Q2 2026 in Review

Nova Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,545 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #137.

Nova Wealth Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Nova Wealth Management held 1,545 shares of iShares S&P 500 Growth ETF worth $212K as of Q2 2026.
  • Nova Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.12% of Nova Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Nova Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.