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

Segment Wealth 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	$701K	Hold	5,096	–	–	0.04%	201
2026 Q1	$576K	Hold	5,096	–	–	0.03%	205
2025 Q4	$628K	Hold	5,096	–	–	0.04%	200
2025 Q3	$615K	Sell	5,096 -330	-6%	-$38K	0.04%	193
2025 Q2	$597K	Hold	5,426	–	–	0.04%	189
2025 Q1	$504K	Buy	5,426 +204	+4%	+$20.6K	0.03%	198
2024 Q4	$530K	Hold	5,222	–	–	0.04%	190
2024 Q3	$500K	Hold	5,222	–	–	0.03%	186
2024 Q2	$483K	Buy	5,222 +330	+7%	+$28.4K	0.04%	183
2024 Q1	$413K	Buy	4,892 +660	+16%	+$53K	0.03%	193
2023 Q4	$318K	Hold	4,232	–	–	0.03%	200
2023 Q3	$290K	Hold	4,232	–	–	0.03%	188
2023 Q2	$298K	Hold	4,232	–	–	0.03%	185
2023 Q1	$270K	Hold	4,232	–	–	0.03%	180
2022 Q4	$248K	Hold	4,232	–	–	0.03%	186
2022 Q3	$245K	Hold	4,232	–	–	0.03%	192
2022 Q2	$255K	Hold	4,232	–	–	0.03%	191
2022 Q1	$323K	Hold	4,232	–	–	0.03%	205
2021 Q4	$354K	Buy	+4,232	New	+$341K	0.04%	194
2019 Q4	–	Sell	-4,928	Closed	-$222K	–	233
2019 Q3	$222K	Buy	+4,928	New	+$223K	0.04%	191

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Segment Wealth Management's IVW Position: Q2 2026 in Review

Segment Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,096 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #201.

Segment Wealth Management first reported a position in IVW in Q3 2019 and has held it in 20 quarters since. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Segment Wealth Management held 5,096 shares of iShares S&P 500 Growth ETF worth $701K as of Q2 2026.
Segment Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #201 holding.
Segment Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 20 quarters since.
554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.