Optivise Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Optivise Advisory Services’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	$1.29M	Sell	9,367 -1,034	-10%	-$137K	0.65%	40
2026 Q1	$1.18M	Sell	10,401 -5,942	-36%	-$715K	0.71%	34
2025 Q4	$2.01M	Sell	16,343 -1,240	-7%	-$152K	1.16%	16
2025 Q3	$2.12M	Sell	17,583 -2,099	-11%	-$241K	1.26%	16
2025 Q2	$2.17M	Buy	19,682 +6,982	+55%	+$691K	1.11%	18
2025 Q1	$1.18M	Sell	12,700 -23,716	-65%	-$2.39M	0.66%	37
2024 Q4	$3.7M	Buy	36,416 +11,775	+48%	+$1.17M	1.99%	7
2024 Q3	$2.36M	Buy	24,641 +838	+4%	+$77.4K	1.24%	15
2024 Q2	$2.2M	Buy	+23,803	New	+$2.05M	1.19%	22

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Optivise Advisory Services's IVW Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q2 2026, selling an estimated $137K and leaving 9,367 shares worth $1.29M. The position accounts for 0.65% of the portfolio, ranked #40.

Optivise Advisory Services first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.7M in Q4 2024. 822 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Optivise Advisory Services held 9,367 shares of iShares S&P 500 Growth ETF worth $1.29M as of Q2 2026.
Optivise Advisory Services sold 1,034 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $137K.
iShares S&P 500 Growth ETF made up 0.65% of Optivise Advisory Services's portfolio in Q2 2026, its #40 holding.
Optivise Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares S&P 500 Growth ETF position peaked at $3.7M in Q4 2024.
822 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.