O3W
IVW icon

Omni 360 Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Omni 360 Wealth’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 		$3.64M Buy
26,494
+2,059
+8% +$272K 1.68% 16
2026
Q1 		$2.76M Buy
24,435
+1,948
+9% +$234K 1.43% 20
2025
Q4 		$2.78M Sell
22,487
-1,887
-8% -$231K 1.42% 19
2025
Q3 		$2.94M Buy
24,374
+645
+3% +$74.2K 1.65% 15
2025
Q2 		$2.61M Buy
23,729
+941
+4% +$93.1K 1.62% 17
2025
Q1 		$2.12M Buy
22,788
+173
+0.8% +$17.4K 1.42% 19
2024
Q4 		$2.3M Buy
22,615
+2,195
+11% +$219K 1.53% 17
2024
Q3 		$1.96M Buy
20,420
+2,692
+15% +$249K 1.34% 20
2024
Q2 		$1.64M Buy
17,728
+11,837
+201% +$1.02M 1.25% 21
2024
Q1 		$497K Sell
5,891
-2,125
-27% -$171K 0.41% 58
2023
Q4 		$602K Buy
+8,016
New +$571K 0.56% 48

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
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
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return