Summit Financial Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Financial Strategies’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	$1.79M	Hold	13,029	–	–	0.13%	54
2026 Q1	$1.47M	Buy	13,029 +10	+0.1%	+$1.2K	0.12%	57
2025 Q4	$1.6M	Buy	13,019 +12	+0.1%	+$1.47K	0.13%	55
2025 Q3	$1.57M	Hold	13,007	–	–	0.13%	50
2025 Q2	$1.43M	Sell	13,007 -385	-3%	-$38.1K	0.13%	53
2025 Q1	$1.24M	Hold	13,392	–	–	0.13%	53
2024 Q4	$1.36M	Hold	13,392	–	–	0.15%	52
2024 Q3	$1.28M	Hold	13,392	–	–	0.14%	51
2024 Q2	$1.24M	Hold	13,392	–	–	0.15%	52
2024 Q1	$1.13M	Sell	13,392 -13	-0.1%	-$1.04K	0.16%	49
2023 Q4	$1.01M	Hold	13,405	–	–	0.15%	49
2023 Q3	$917K	Hold	13,405	–	–	0.17%	45
2023 Q2	$945K	Hold	13,405	–	–	0.18%	42
2023 Q1	$856K	Buy	13,405 +7,283	+119%	+$445K	0.17%	45
2022 Q4	$358K	Sell	6,122 -5,308	-46%	-$319K	0.08%	81
2022 Q3	$661K	Buy	11,430 +6,591	+136%	+$428K	0.16%	49
2022 Q2	$292K	Buy	4,839 +716	+17%	+$47.4K	0.07%	89
2022 Q1	$315K	Buy	4,123 +1,221	+42%	+$91.7K	0.06%	86
2021 Q4	$243K	Buy	+2,902	New	+$234K	0.05%	106

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial Strategies's IVW Position: Q2 2026 in Review

Summit Financial Strategies held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 13,029 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #54.

Summit Financial Strategies first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Summit Financial Strategies held 13,029 shares of iShares S&P 500 Growth ETF worth $1.79M as of Q2 2026.
Summit Financial Strategies left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of Summit Financial Strategies's portfolio in Q2 2026, its #54 holding.
Summit Financial Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.