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Onyx Bridge Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Onyx Bridge Wealth Group’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 		$385K Buy
2,802
+1
+0% +$132 0.03% 276
2026
Q1 		$317K Hold
2,801
– – 0.03% 282
2025
Q4 		$345K Sell
2,801
-82
-3% -$10K 0.04% 267
2025
Q3 		$348K Buy
2,883
+47
+2% +$5.41K 0.04% 266
2025
Q2 		$312K Sell
2,836
-331
-10% -$32.8K 0.04% 226
2025
Q1 		$294K Sell
3,167
-74
-2% -$7.46K 0.04% 214
2024
Q4 		$329K Buy
3,241
+112
+4% +$11.2K 0.05% 204
2024
Q3 		$300K Buy
3,129
+102
+3% +$9.42K 0.05% 212
2024
Q2 		$280K Sell
3,027
-63
-2% -$5.43K 0.05% 207
2024
Q1 		$255K Hold
3,090
– – 0.05% 213
2023
Q4 		$232K Sell
3,090
-578
-16% -$41.1K 0.05% 213
2023
Q3 		$251K Buy
3,668
+178
+5% +$12.6K 0.06% 191
2023
Q2 		$246K Buy
3,490
+307
+10% +$20.3K 0.06% 191
2023
Q1 		$203K Buy
+3,183
New +$195K 0.08% 160
2022
Q2 		– Sell
-3,134
Closed -$211K – 180
2022
Q1 		$211K Sell
3,134
-200
-6% -$15K 0.08% 134
2021
Q4 		$281K Sell
3,334
-728
-18% -$58.6K 0.09% 121
2021
Q3 		$315K Buy
4,062
+584
+17% +$44.5K 0.12% 96
2021
Q2 		$258K Buy
+3,478
New +$241K 0.11% 94

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Onyx Bridge Wealth Group's IVW Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, buying an estimated $132 and bringing the position to 2,802 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #276.

Onyx Bridge Wealth Group first reported a position in IVW in Q2 2021 and has held it in 18 quarters since. 907 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,802 shares of iShares S&P 500 Growth ETF worth $385K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #276 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • 907 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.