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ShoreHaven Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

ShoreHaven Wealth Partners’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 		$51.3M Buy
373,246
+67,899
+22% +$8.97M 16.15% 1
2026
Q1 		$34.5M Buy
305,347
+42,441
+16% +$5.1M 12.4% 1
2025
Q4 		$32.4M Buy
262,906
+7,515
+3% +$920K 11.64% 1
2025
Q3 		$30.8M Buy
255,391
+4,821
+2% +$554K 11.39% 1
2025
Q2 		$27.6M Sell
250,570
-9,211
-4% -$912K 11.3% 1
2025
Q1 		$24.1M Buy
259,781
+18,586
+8% +$1.87M 11.55% 1
2024
Q4 		$24.5M Sell
241,195
-1,719
-0.7% -$171K 11.57% 1
2024
Q3 		$23.3M Sell
242,914
-2,435
-1% -$225K 11.22% 2
2024
Q2 		$22.7M Buy
245,349
+11,977
+5% +$1.03M 11.93% 2
2024
Q1 		$19.7M Sell
233,372
-22,499
-9% -$1.81M 10.84% 2
2023
Q4 		$19.2M Buy
255,871
+3,457
+1% +$246K 11.69% 2
2023
Q3 		$17.3M Buy
252,414
+38,757
+18% +$2.74M 11.88% 2
2023
Q2 		$15.1M Buy
213,657
+24,747
+13% +$1.64M 10.07% 2
2023
Q1 		$12.1M Sell
188,910
-42,099
-18% -$2.57M 8.47% 2
2022
Q4 		$13.5M Buy
231,009
+8,140
+4% +$489K 9.53% 3
2022
Q3 		$12.9M Buy
222,869
+6,351
+3% +$413K 9.84% 2
2022
Q2 		$13.1M Sell
216,518
-16,793
-7% -$1.11M 9.38% 2
2022
Q1 		$17.8M Sell
233,311
-100,761
-30% -$7.57M 9.4% 1
2021
Q4 		$28M Sell
334,072
-1,774
-0.5% -$143K 13.85% 1
2021
Q3 		$24.8M Sell
335,846
-14,741
-4% -$1.12M 12.93% 1
2021
Q2 		$25.5M Buy
350,587
+13,410
+4% +$928K 13.7% 1
2021
Q1 		$22M Buy
337,177
+2,941
+0.9% +$190K 11.89% 1
2020
Q4 		$21.3M Buy
+334,236
New +$20.3M 11.94% 1

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ShoreHaven Wealth Partners's IVW Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, buying an estimated $8.97M and bringing the position to 373,246 shares worth $51.3M. The position accounts for 16.15% of the portfolio, ranked #1.

ShoreHaven Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • ShoreHaven Wealth Partners held 373,246 shares of iShares S&P 500 Growth ETF worth $51.3M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 67,899 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.97M.
  • iShares S&P 500 Growth ETF made up 16.15% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.