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Peak Retirement Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Peak Retirement Planning’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 		$473K Buy
3,441
+38
+1% +$5.02K 0.07% 107
2026
Q1 		$385K Buy
3,403
+185
+6% +$22.3K 0.08% 109
2025
Q4 		$397K Buy
3,218
+247
+8% +$30.2K 0.09% 107
2025
Q3 		$359K Buy
+2,971
New +$342K 0.1% 106

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Peak Retirement Planning's IVW Position: Q2 2026 in Review

Peak Retirement Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, buying an estimated $5.02K and bringing the position to 3,441 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #107.

Peak Retirement Planning first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Peak Retirement Planning held 3,441 shares of iShares S&P 500 Growth ETF worth $473K as of Q2 2026.
  • Peak Retirement Planning bought 38 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.02K.
  • iShares S&P 500 Growth ETF made up 0.07% of Peak Retirement Planning's portfolio in Q2 2026, its #107 holding.
  • Peak Retirement Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.