SW
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SlateStone Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

SlateStone Wealth’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 		$2.16M Hold
15,688
– – 0.17% 107
2026
Q1 		$1.77M Sell
15,688
-572
-4% -$68.8K 0.15% 118
2025
Q4 		$2M Buy
16,260
+225
+1% +$27.5K 0.17% 114
2025
Q3 		$1.94M Hold
16,035
– – 0.17% 116
2025
Q2 		$1.76M Buy
16,035
+50
+0.3% +$4.95K 0.17% 111
2025
Q1 		$1.48M Buy
15,985
+401
+3% +$40.4K 0.15% 118
2024
Q4 		$1.58M Sell
15,584
-660
-4% -$65.8K 0.16% 116
2024
Q3 		$1.55M Sell
16,244
-168
-1% -$15.5K 0.14% 119
2024
Q2 		$1.52M Buy
16,412
+4,061
+33% +$350K 0.16% 116
2024
Q1 		$1.04M Sell
12,351
-200
-2% -$16.1K 0.1% 142
2023
Q4 		$943K Buy
12,551
+8,467
+207% +$603K 0.12% 123
2023
Q3 		$279K Hold
4,084
– – 0.04% 201
2023
Q2 		$288K Buy
+4,084
New +$270K 0.05% 179

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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

SlateStone Wealth's IVW Position: Q2 2026 in Review

SlateStone Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 15,688 shares worth $2.16M. The position accounts for 0.17% of the portfolio, ranked #107.

SlateStone Wealth first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SlateStone Wealth held 15,688 shares of iShares S&P 500 Growth ETF worth $2.16M as of Q2 2026.
  • SlateStone Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.17% of SlateStone Wealth's portfolio in Q2 2026, its #107 holding.
  • SlateStone Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.