SWM
IVW icon

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

Shelton 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 		$300K Sell
2,183
-145
-6% -$19.1K 0.12% 110
2026
Q1 		$263K Sell
2,328
-139
-6% -$16.7K 0.12% 115
2025
Q4 		$304K Sell
2,467
-174
-7% -$21.3K 0.13% 109
2025
Q3 		$319K Buy
2,641
+1
+0% +$115 0.14% 107
2025
Q2 		$291K Sell
2,640
-354
-12% -$35K 0.14% 108
2025
Q1 		$278K Buy
2,994
+1
+0% +$101 0.15% 107
2024
Q4 		$304K Buy
2,993
+1
+0% +$100 0.16% 106
2024
Q3 		$287K Buy
2,992
+1
+0% +$92 0.16% 109
2024
Q2 		$277K Sell
2,991
-138
-4% -$11.9K 0.16% 115
2024
Q1 		$264K Sell
3,129
-537
-15% -$43.1K 0.17% 110
2023
Q4 		$275K Buy
3,666
+6
+0.2% +$427 0.2% 93
2023
Q3 		$250K Sell
3,660
-313
-8% -$22.1K 0.2% 51
2023
Q2 		$280K Buy
3,973
+2
+0.1% +$132 0.22% 51
2023
Q1 		$254K Buy
3,971
+136
+4% +$8.31K 0.21% 51
2022
Q4 		$224K Buy
3,835
+2
+0.1% +$120 0.18% 58
2022
Q3 		$222K Buy
3,833
+2
+0.1% +$130 0.2% 55
2022
Q2 		$231K Buy
3,831
+82
+2% +$5.43K 0.2% 58
2022
Q1 		$286K Buy
3,749
+71
+2% +$5.33K 0.23% 56
2021
Q4 		$308K Buy
+3,678
New +$296K 0.24% 50

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Shelton Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, selling an estimated $19.1K and leaving 2,183 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #110.

Shelton Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $319K in Q3 2025. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Shelton Wealth Management held 2,183 shares of iShares S&P 500 Growth ETF worth $300K as of Q2 2026.
  • Shelton Wealth Management sold 145 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.1K.
  • iShares S&P 500 Growth ETF made up 0.12% of Shelton Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Shelton Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares S&P 500 Growth ETF position peaked at $319K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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