PWCM
IVW icon

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

Processus Wealth & Capital 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 		$1.17M Sell
8,540
-54
-0.6% -$7.13K 0.7% 31
2026
Q1 		$972K Buy
8,594
+382
+5% +$45.9K 0.66% 31
2025
Q4 		$1.01M Sell
8,212
-143
-2% -$17.5K 0.67% 31
2025
Q3 		$1.01M Sell
8,355
-4,198
-33% -$483K 0.72% 31
2025
Q2 		$1.38M Sell
12,553
-298
-2% -$29.5K 1.09% 30
2025
Q1 		$1.19M Buy
12,851
+641
+5% +$64.6K 1.02% 32
2024
Q4 		$1.24M Buy
12,210
+246
+2% +$24.5K 0.99% 32
2024
Q3 		$1.15M Sell
11,964
-459
-4% -$42.4K 0.94% 32
2024
Q2 		$1.15M Buy
12,423
+122
+1% +$10.5K 0.95% 31
2024
Q1 		$1.04M Sell
12,301
-600
-5% -$48.2K 0.92% 31
2023
Q4 		$969K Buy
+12,901
New +$918K 0.97% 33

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
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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Processus Wealth & Capital Management's IVW Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.63% in Q2 2026, selling an estimated $7.13K and leaving 8,540 shares worth $1.17M. The position accounts for 0.7% of the portfolio, ranked #31.

Processus Wealth & Capital Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2025. 709 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Processus Wealth & Capital Management held 8,540 shares of iShares S&P 500 Growth ETF worth $1.17M as of Q2 2026.
  • Processus Wealth & Capital Management sold 54 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.13K.
  • iShares S&P 500 Growth ETF made up 0.7% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #31 holding.
  • Processus Wealth & Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Processus Wealth & Capital Management's iShares S&P 500 Growth ETF position peaked at $1.38M in Q2 2025.
  • 709 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.