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

Scarborough 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 		$19.8M Sell
146,547
-19
-0% -$2.51K 2.27% 14
2026
Q1 		$16.6M Buy
+146,566
New +$17.6M 1.81% 18
2025
Q2 		– Sell
-145,734
Closed -$13.5M – 480
2025
Q1 		$13.5M Buy
145,734
+2,277
+2% +$230K 1.93% 13
2024
Q4 		$14.6M Sell
143,457
-8,216
-5% -$820K 2.06% 15
2024
Q3 		$14.5M Buy
+151,673
New +$14M 2.35% 14
2024
Q1 		– Sell
-42,842
Closed -$3.22M – 550
2023
Q4 		$3.22M Buy
42,842
+466
+1% +$33.2K 0.66% 35
2023
Q3 		$2.9M Buy
+42,376
New +$3M 0.7% 35

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

Scarborough Advisors's IVW Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, selling an estimated $2.51K and leaving 146,547 shares worth $19.8M. The position accounts for 2.27% of the portfolio, ranked #14.

Scarborough Advisors first reported a position in IVW in Q3 2023 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Scarborough Advisors held 146,547 shares of iShares S&P 500 Growth ETF worth $19.8M as of Q2 2026.
  • Scarborough Advisors sold 19 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.51K.
  • iShares S&P 500 Growth ETF made up 2.27% of Scarborough Advisors's portfolio in Q2 2026, its #14 holding.
  • Scarborough Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.