Stone Loft Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Stone Loft Wealth Management's IVW Position: Q2 2026 in Review
Stone Loft Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, buying an estimated $132 and bringing the position to 2,922 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #26.
Stone Loft Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Stone Loft Wealth Management held 2,922 shares of iShares S&P 500 Growth ETF worth $405K as of Q2 2026.
- Stone Loft Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
- iShares S&P 500 Growth ETF made up 0.23% of Stone Loft Wealth Management's portfolio in Q2 2026, its #26 holding.
- Stone Loft Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.