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

Spectrum Planning & 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	$9.69M	Buy	70,464 +492	+0.7%	+$65K	4.34%	5
2026 Q1	$7.91M	Buy	69,972 +2,053	+3%	+$247K	3.92%	4
2025 Q4	$8.37M	Buy	67,919 +5,289	+8%	+$647K	4.31%	5
2025 Q3	$7.56M	Sell	62,630 -5,541	-8%	-$637K	4.27%	6
2025 Q2	$7.51M	Sell	68,171 -21,338	-24%	-$2.11M	4.85%	5
2025 Q1	$8.31M	Buy	89,509 +5,065	+6%	+$511K	6.92%	2
2024 Q4	$8.57M	Buy	84,444 +99	+0.1%	+$9.88K	7.44%	2
2024 Q3	$8.08M	Buy	84,345 +9,270	+12%	+$856K	7.76%	2
2024 Q2	$7M	Buy	+75,075	New	+$6.47M	6.75%	3
2023 Q4	$1.22M	Buy	16,184 +362	+2%	+$25.8K	1.72%	12
2023 Q3	$1.08M	Buy	+15,822	New	+$1.12M	1.71%	14

Other funds holding IVW

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

CCWA

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

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

Spectrum Planning & Advisory Services's IVW Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.7% in Q2 2026, buying an estimated $65K and bringing the position to 70,464 shares worth $9.69M. The position accounts for 4.34% of the portfolio, ranked #5.

Spectrum Planning & Advisory Services first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Spectrum Planning & Advisory Services held 70,464 shares of iShares S&P 500 Growth ETF worth $9.69M as of Q2 2026.
Spectrum Planning & Advisory Services bought 492 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $65K.
iShares S&P 500 Growth ETF made up 4.34% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #5 holding.
Spectrum Planning & Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.