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

SteelPeak 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	$35.4M	Sell	257,599 -8,069	-3%	-$1.07M	0.93%	20
2026 Q1	$30M	Sell	265,668 -14,851	-5%	-$1.79M	0.94%	23
2025 Q4	$34.6M	Sell	280,519 -2,904	-1%	-$355K	1.14%	22
2025 Q3	$34.2M	Sell	283,423 -9,408	-3%	-$1.08M	1.15%	17
2025 Q2	$32.2M	Sell	292,831 -26,834	-8%	-$2.66M	1.26%	20
2025 Q1	$29.7M	Buy	319,665 +19,486	+6%	+$1.96M	1.26%	19
2024 Q4	$30.5M	Sell	300,179 -12,404	-4%	-$1.24M	1.26%	17
2024 Q3	$29.9M	Sell	312,583 -11,576	-4%	-$1.07M	1.33%	18
2024 Q2	$30M	Buy	324,159 +134,087	+71%	+$11.6M	1.42%	14
2024 Q1	$16M	Buy	190,072 +121,065	+175%	+$9.73M	0.82%	29
2023 Q4	$5.18M	Buy	69,007 +2,080	+3%	+$148K	0.3%	79
2023 Q3	$4.59M	Buy	+66,927	New	+$4.74M	0.29%	74

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return