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

Summit Financial Wealth 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	$471K	Hold	3,422	–	–	0.06%	139
2026 Q1	$387K	Hold	3,422	–	–	0.05%	132
2025 Q4	$422K	Sell	3,422 -4,768	-58%	-$584K	0.06%	125
2025 Q3	$993K	Hold	8,190	–	–	0.15%	67
2025 Q2	$902K	Buy	8,190 +626	+8%	+$62K	0.16%	67
2025 Q1	$702K	Hold	7,564	–	–	0.14%	77
2024 Q4	$782K	Hold	7,564	–	–	0.15%	71
2024 Q3	$724K	Sell	7,564 -41	-0.5%	-$3.79K	0.14%	75
2024 Q2	$704K	Hold	7,605	–	–	0.14%	70
2024 Q1	$642K	Sell	7,605 -113	-1%	-$9.08K	0.13%	72
2023 Q4	$580K	Hold	7,718	–	–	0.13%	73
2023 Q3	$540K	Hold	7,718	–	–	0.13%	70
2023 Q2	$544K	Hold	7,718	–	–	0.13%	74
2023 Q1	$493K	Sell	7,718 -7,888	-51%	-$482K	0.12%	80
2022 Q4	$913K	Buy	15,606 +7,454	+91%	+$448K	0.22%	57
2022 Q3	$485K	Hold	8,152	–	–	0.14%	74
2022 Q2	$525K	Buy	+8,152	New	+$539K	0.13%	77
2022 Q1	–	Sell	-8,152	Closed	-$681K	–	142
2021 Q4	$681K	Buy	+8,152	New	+$657K	0.13%	70
2021 Q2	–	Sell	-8,152	Closed	-$520K	–	130
2021 Q1	$520K	Buy	+8,152	New	+$527K	0.13%	69
2020 Q4	–	Sell	-32,608	Closed	-$460K	–	107
2020 Q3	$460K	Buy	32,608 +24,456	+300%	+$1.38M	0.12%	74
2020 Q2	$439K	Buy	+8,152	New	+$391K	0.12%	80
2017 Q3	–	Sell	-7,888	Closed	-$270K	–	147
2017 Q2	$270K	Hold	7,888	–	–	0.11%	123
2017 Q1	$259K	Hold	7,888	–	–	0.11%	120
2016 Q4	$240K	Hold	7,888	–	–	0.11%	123
2016 Q3	$240K	Hold	7,888	–	–	0.1%	127
2016 Q2	$230K	Hold	7,888	–	–	0.1%	126
2016 Q1	$229K	Hold	7,888	–	–	0.1%	119
2015 Q4	$228K	Buy	+7,888	New	+$229K	0.1%	111

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

Summit Financial Wealth Advisors's IVW Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,422 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #139.

Summit Financial Wealth Advisors first reported a position in IVW in Q4 2015 and has held it in 28 quarters since. The position peaked at $993K in Q3 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Summit Financial Wealth Advisors held 3,422 shares of iShares S&P 500 Growth ETF worth $471K as of Q2 2026.
Summit Financial Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Summit Financial Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 28 quarters since.
Summit Financial Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $993K in Q3 2025.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.