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

StoneCrest 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	$4.01M	Sell	29,142 -1,407	-5%	-$186K	1.28%	33
2026 Q1	$3.46M	Sell	30,549 -2,172	-7%	-$261K	1.46%	28
2025 Q4	$4.03M	Buy	32,721 +763	+2%	+$93.4K	1.63%	25
2025 Q3	$3.86M	Sell	31,958 -458	-1%	-$52.7K	1.69%	25
2025 Q2	$3.57M	Buy	32,416 +332	+1%	+$32.9K	1.7%	28
2025 Q1	$2.98M	Buy	32,084 +111	+0.3%	+$11.2K	1.89%	23
2024 Q4	$3.25M	Buy	31,973 +1,467	+5%	+$146K	2.12%	20
2024 Q3	$2.92M	Sell	30,506 -625	-2%	-$57.7K	2.13%	18
2024 Q2	$2.88M	Sell	31,131 -239	-0.8%	-$20.6K	2.2%	19
2024 Q1	$2.65M	Sell	31,370 -1,887	-6%	-$152K	2.29%	18
2023 Q4	$2.5M	Buy	+33,257	New	+$2.37M	2.39%	18

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

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

StoneCrest Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.6% in Q2 2026, selling an estimated $186K and leaving 29,142 shares worth $4.01M. The position accounts for 1.28% of the portfolio, ranked #33.

StoneCrest Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.03M in Q4 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

StoneCrest Wealth Management held 29,142 shares of iShares S&P 500 Growth ETF worth $4.01M as of Q2 2026.
StoneCrest Wealth Management sold 1,407 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $186K.
iShares S&P 500 Growth ETF made up 1.28% of StoneCrest Wealth Management's portfolio in Q2 2026, its #33 holding.
StoneCrest Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.03M in Q4 2025.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.