SAS
IVW icon

SMI Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

SMI Advisory Services’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 		$234K Buy
+1,708
New +$226K 0.04% 59
2026
Q1 		– Sell
-1,708
Closed -$214K – 62
2025
Q4 		$214K Hold
1,708
– – 0.04% 58
2025
Q3 		$207K Buy
+1,708
New +$196K 0.04% 54

Other funds holding IVW

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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

SMI Advisory Services's IVW Position: Q2 2026 in Review

SMI Advisory Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,708 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #59 among its holdings. This is a return to the name: SMI Advisory Services previously reported a position in IVW as recently as Q4 2025.

SMI Advisory Services first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SMI Advisory Services held 1,708 shares of iShares S&P 500 Growth ETF worth $234K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new SMI Advisory Services position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.04% of SMI Advisory Services's portfolio in Q2 2026, its #59 holding.
  • SMI Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.