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SWMG LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

SWMG LLC’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 		$34.8M Buy
252,257
+36,326
+17% +$4.8M 8.19% 2
2026
Q1 		$24.4M Buy
215,931
+16,913
+8% +$2.03M 6.97% 2
2025
Q4 		$24.1M Buy
199,018
+24,532
+14% +$3M 6.7% 3
2025
Q3 		$21.2M Buy
174,486
+32,172
+23% +$3.7M 6.41% 2
2025
Q2 		$16.3M Buy
142,314
+15,510
+12% +$1.54M 5.47% 3
2025
Q1 		$11.9M Sell
126,804
-224
-0.2% -$22.6K 4.73% 4
2024
Q4 		$13.5M Buy
127,028
+9,471
+8% +$945K 5.38% 2
2024
Q3 		$11.9M Sell
117,557
-4,447
-4% -$411K 4.9% 2
2024
Q2 		$11.3M Buy
122,004
+45,894
+60% +$3.96M 5.03% 3
2024
Q1 		$6.43M Buy
76,110
+44,909
+144% +$3.61M 2.89% 7
2023
Q4 		$2.34M Buy
31,201
+341
+1% +$24.3K 1.12% 15
2023
Q3 		$2.11M Buy
+30,860
New +$2.18M 1.11% 16

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $44.6B AUM 28.94% 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

SWMG LLC's IVW Position: Q2 2026 in Review

SWMG LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $4.8M and bringing the position to 252,257 shares worth $34.8M. The position accounts for 8.19% of the portfolio, ranked #2.

SWMG LLC first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SWMG LLC held 252,257 shares of iShares S&P 500 Growth ETF worth $34.8M as of Q2 2026.
  • SWMG LLC bought 36,326 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.8M.
  • iShares S&P 500 Growth ETF made up 8.19% of SWMG LLC's portfolio in Q2 2026, its #2 holding.
  • SWMG LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.