Steph & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Steph & Co’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	$414K	Hold	3,009	–	–	0.1%	70
2026 Q1	$340K	Hold	3,009	–	–	0.1%	79
2025 Q4	$371K	Hold	3,009	–	–	0.11%	69
2025 Q3	$363K	Hold	3,009	–	–	0.11%	76
2025 Q2	$331K	Hold	3,009	–	–	0.11%	77
2025 Q1	$279K	Hold	3,009	–	–	0.1%	87
2024 Q4	$306K	Sell	3,009 -158	-5%	-$15.8K	0.1%	82
2024 Q3	$303K	Buy	3,167 +158	+5%	+$14.6K	0.1%	93
2024 Q2	$278K	Hold	3,009	–	–	0.09%	86
2024 Q1	$254K	Hold	3,009	–	–	0.09%	100
2023 Q4	$226K	Sell	3,009 -663	-18%	-$47.2K	0.11%	96
2023 Q3	$251K	Hold	3,672	–	–	0.14%	87
2023 Q2	$259K	Hold	3,672	–	–	0.14%	89
2023 Q1	$235K	Hold	3,672	–	–	0.15%	86
2022 Q4	$215K	Hold	3,672	–	–	0.14%	90
2022 Q3	$212K	Hold	3,672	–	–	0.15%	85
2022 Q2	$222K	Hold	3,672	–	–	0.14%	87
2022 Q1	$280K	Hold	3,672	–	–	0.17%	72
2021 Q4	$307K	Hold	3,672	–	–	0.18%	71
2021 Q3	$271K	Hold	3,672	–	–	0.17%	76
2021 Q2	$267K	Hold	3,672	–	–	0.17%	74
2021 Q1	$239K	Sell	3,672 -1,828	-33%	-$118K	0.17%	79
2020 Q4	$351K	Hold	5,500	–	–	0.27%	36
2020 Q3	$318K	Sell	5,500 -500	-8%	-$28.3K	0.3%	32
2020 Q2	$311K	Hold	6,000	–	–	0.31%	36
2020 Q1	$248K	Sell	6,000 -5,120	-46%	-$242K	0.28%	44
2019 Q4	$538K	Buy	+11,120	New	+$515K	0.46%	35

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

Steph & Co's IVW Position: Q2 2026 in Review

Steph & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,009 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #70.

Steph & Co first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $538K in Q4 2019. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Steph & Co held 3,009 shares of iShares S&P 500 Growth ETF worth $414K as of Q2 2026.
Steph & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Steph & Co's portfolio in Q2 2026, its #70 holding.
Steph & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Steph & Co's iShares S&P 500 Growth ETF position peaked at $538K in Q4 2019.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.