SA
IVW icon

Stewardship Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stewardship Advisors’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 		$452K Buy
3,288
+734
+29% +$96.9K 0.09% 101
2026
Q1 		$289K Buy
2,554
+587
+30% +$70.6K 0.07% 122
2025
Q4 		$242K Buy
1,967
+219
+13% +$26.8K 0.06% 135
2025
Q3 		$211K Sell
1,748
-388
-18% -$44.6K 0.05% 151
2025
Q2 		$235K Buy
+2,136
New +$211K 0.06% 131

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Stewardship Advisors's IVW Position: Q2 2026 in Review

Stewardship Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q2 2026, buying an estimated $96.9K and bringing the position to 3,288 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #101.

Stewardship Advisors first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 1,108 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Stewardship Advisors held 3,288 shares of iShares S&P 500 Growth ETF worth $452K as of Q2 2026.
  • Stewardship Advisors bought 734 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $96.9K.
  • iShares S&P 500 Growth ETF made up 0.09% of Stewardship Advisors's portfolio in Q2 2026, its #101 holding.
  • Stewardship Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,108 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.