Resonant Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Resonant Capital Advisors’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	$313K	Hold	2,276	–	–	0.02%	406
2026 Q1	$257K	Buy	2,276 +1	+0%	+$120	0.01%	425
2025 Q4	$280K	Buy	2,275 +1	+0%	+$122	0.02%	352
2025 Q3	$275K	Hold	2,274	–	–	0.02%	346
2025 Q2	$250K	Buy	2,274 +1	+0%	+$99	0.02%	359
2025 Q1	$211K	Buy	2,273 +1	+0%	+$101	0.01%	354
2024 Q4	$231K	Buy	2,272 +1	+0%	+$100	0.02%	322
2024 Q3	$217K	Buy	2,271 +1	+0%	+$92	0.02%	329
2024 Q2	$210K	Buy	+2,270	New	+$196K	0.02%	326

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Resonant Capital Advisors's IVW Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,276 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #406.

Resonant Capital Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Resonant Capital Advisors held 2,276 shares of iShares S&P 500 Growth ETF worth $313K as of Q2 2026.
Resonant Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #406 holding.
Resonant Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,371 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.