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Summit Wealth Group (Colorado)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Summit Wealth Group (Colorado)’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 		$520K Sell
3,783
-23
-0.6% -$3.04K 0.04% 212
2026
Q1 		$430K Buy
3,806
+579
+18% +$69.6K 0.05% 197
2025
Q4 		$398K Buy
+3,227
New +$395K 0.05% 171
2025
Q3 		– Sell
-3,091
Closed -$340K – 364
2025
Q2 		$340K Buy
+3,091
New +$306K 0.09% 167

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
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 $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IVW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.6% in Q2 2026, selling an estimated $3.04K and leaving 3,783 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #212.

Summit Wealth Group (Colorado) first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,783 shares of iShares S&P 500 Growth ETF worth $520K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 23 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.04K.
  • iShares S&P 500 Growth ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #212 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.