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Sonoma Allocations’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sonoma Allocations’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 		– Sell
-10,388
Closed -$1.2M – 136
2026
Q1 		$1.2M Buy
10,388
+9
+0.1% +$1.08K 0.41% 45
2025
Q4 		$1.29M Sell
10,379
-21
-0.2% -$2.57K 0.43% 39
2025
Q3 		$1.25M Buy
+10,400
New +$1.2M 0.45% 35

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

Sonoma Allocations's IVW Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 10,388 shares — an estimated $1.2M sold.

Sonoma Allocations first reported a position in IVW in Q3 2025 and held it in 3 quarters. The position peaked at $1.29M in Q4 2025. 694 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 10,388 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.2M.
  • Sonoma Allocations first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's iShares S&P 500 Growth ETF position peaked at $1.29M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.