SWM
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Spire Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Spire Wealth Management’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 		$28.7M Sell
209,006
-733
-0.3% -$96.8K 0.87% 17
2026
Q1 		$23.7M Buy
209,739
+4,281
+2% +$515K 0.81% 26
2025
Q4 		$25.3M Buy
205,458
+4,881
+2% +$597K 0.85% 19
2025
Q3 		$24.2M Sell
200,577
-1,005
-0.5% -$116K 0.82% 18
2025
Q2 		$22.2M Sell
201,582
-4,406
-2% -$436K 0.8% 23
2025
Q1 		$19.1M Buy
205,988
+2,089
+1% +$211K 0.61% 34
2024
Q4 		$20.7M Buy
203,899
+5,985
+3% +$597K 0.64% 29
2024
Q3 		$19M Buy
197,914
+880
+0.4% +$81.2K 0.64% 34
2024
Q2 		$18.2M Sell
197,034
-28,522
-13% -$2.46M 0.64% 34
2024
Q1 		$19M Buy
225,556
+24,234
+12% +$1.95M 0.35% 65
2023
Q4 		$15.6M Buy
201,322
+15,270
+8% +$1.09M 0.52% 40
2023
Q3 		$12.7M Buy
186,052
+22,473
+14% +$1.59M 0.48% 51
2023
Q2 		$11.5M Buy
163,579
+4,159
+3% +$275K 0.43% 53
2023
Q1 		$10.2M Buy
159,420
+86,856
+120% +$5.31M 0.4% 53
2022
Q4 		$4.25M Sell
72,564
-23,082
-24% -$1.39M 0.24% 98
2022
Q3 		$5.53M Sell
95,646
-111,383
-54% -$7.24M 0.34% 72
2022
Q2 		$12.5M Sell
207,029
-111,360
-35% -$7.37M 0.51% 43
2022
Q1 		$24.4M Buy
318,389
+51,775
+19% +$3.89M 0.65% 30
2021
Q4 		$22.3M Buy
266,614
+71,970
+37% +$5.8M 0.5% 41
2021
Q3 		$14.4M Sell
194,644
-8,943
-4% -$682K 0.38% 66
2021
Q2 		$14.8M Sell
203,587
-72,356
-26% -$5.01M 0.4% 61
2021
Q1 		$18M Buy
+275,943
New +$17.8M 0.48% 46

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

Spire Wealth Management's IVW Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.35% in Q2 2026, selling an estimated $96.8K and leaving 209,006 shares worth $28.7M. The position accounts for 0.87% of the portfolio, ranked #17.

Spire Wealth Management first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Spire Wealth Management held 209,006 shares of iShares S&P 500 Growth ETF worth $28.7M as of Q2 2026.
  • Spire Wealth Management sold 733 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $96.8K.
  • iShares S&P 500 Growth ETF made up 0.87% of Spire Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Spire Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.