Relyea Zuckerberg Hanson’s iShares S&P 500 Growth ETF IVW Stock Holding History

Relyea Zuckerberg Hanson’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	$1.37M	Hold	9,996	–	–	0.11%	102
2026 Q1	$1.13M	Buy	9,996 +5,624	+129%	+$676K	0.11%	93
2025 Q4	$539K	Hold	4,372	–	–	0.05%	152
2025 Q3	$528K	Hold	4,372	–	–	0.06%	148
2025 Q2	$481K	Hold	4,372	–	–	0.06%	160
2025 Q1	$406K	Hold	4,372	–	–	0.05%	175
2024 Q4	$444K	Hold	4,372	–	–	0.06%	160
2024 Q3	$419K	Hold	4,372	–	–	0.06%	156
2024 Q2	$405K	Hold	4,372	–	–	0.07%	144
2024 Q1	$369K	Hold	4,372	–	–	0.06%	153
2023 Q4	$328K	Hold	4,372	–	–	0.06%	156
2023 Q3	$299K	Buy	+4,372	New	+$309K	0.07%	145

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

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

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Relyea Zuckerberg Hanson's IVW Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 9,996 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #102.

Relyea Zuckerberg Hanson first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Relyea Zuckerberg Hanson held 9,996 shares of iShares S&P 500 Growth ETF worth $1.37M as of Q2 2026.
Relyea Zuckerberg Hanson left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.11% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #102 holding.
Relyea Zuckerberg Hanson first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
672 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.