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

Shira Ridge 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	$478K	Buy	3,475 +243	+8%	+$32.1K	0.17%	53
2026 Q1	$366K	Buy	3,232 +91	+3%	+$10.9K	0.14%	57
2025 Q4	$387K	Buy	3,141 +10	+0.3%	+$1.22K	0.16%	57
2025 Q3	$378K	Buy	3,131 +14	+0.4%	+$1.61K	0.16%	58
2025 Q2	$343K	Sell	3,117 -150	-5%	-$14.8K	0.16%	58
2025 Q1	$303K	Buy	3,267 +161	+5%	+$16.2K	0.15%	59
2024 Q4	$315K	Sell	3,106 -101	-3%	-$10.1K	0.15%	61
2024 Q3	$307K	Buy	3,207 +280	+10%	+$25.9K	0.16%	64
2024 Q2	$271K	Buy	+2,927	New	+$252K	0.15%	67

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shira Ridge Wealth Management's IVW Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 7.5% in Q2 2026, buying an estimated $32.1K and bringing the position to 3,475 shares worth $478K. The position accounts for 0.17% of the portfolio, ranked #53.

Shira Ridge Wealth Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Shira Ridge Wealth Management held 3,475 shares of iShares S&P 500 Growth ETF worth $478K as of Q2 2026.
Shira Ridge Wealth Management bought 243 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $32.1K.
iShares S&P 500 Growth ETF made up 0.17% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #53 holding.
Shira Ridge Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.