Secure Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Secure Asset Management's IVW Position: Q2 2026 in Review
Secure Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,941 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #180.
Secure Asset Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Secure Asset Management held 3,941 shares of iShares S&P 500 Growth ETF worth $542K as of Q2 2026.
- Secure Asset Management bought 148 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.5K.
- iShares S&P 500 Growth ETF made up 0.08% of Secure Asset Management's portfolio in Q2 2026, its #180 holding.
- Secure Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.