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

SWP Financial’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 		$4.45M Sell
32,338
-1,211
-4% -$160K 2.06% 12
2026
Q1 		$3.79M Sell
33,549
-3,064
-8% -$369K 1.94% 16
2025
Q4 		$4.51M Sell
36,613
-603
-2% -$73.8K 2.26% 12
2025
Q3 		$4.49M Buy
37,216
+563
+2% +$64.8K 2.29% 12
2025
Q2 		$4.04M Hold
36,653
– – 2.22% 12
2025
Q1 		$3.4M Sell
36,653
-125
-0.3% -$12.6K 2.08% 13
2024
Q4 		$3.73M Sell
36,778
-472
-1% -$47.1K 2.25% 11
2024
Q3 		$3.57M Buy
37,250
+284
+0.8% +$26.2K 2.18% 15
2024
Q2 		$3.42M Buy
36,966
+377
+1% +$32.5K 2.26% 14
2024
Q1 		$3.09M Buy
36,589
+223
+0.6% +$17.9K 2.16% 16
2023
Q4 		$2.73M Buy
+36,366
New +$2.59M 2.12% 15

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

SWP Financial's IVW Position: Q2 2026 in Review

SWP Financial reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2026, selling an estimated $160K and leaving 32,338 shares worth $4.45M. The position accounts for 2.06% of the portfolio, ranked #12.

SWP Financial first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.51M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SWP Financial held 32,338 shares of iShares S&P 500 Growth ETF worth $4.45M as of Q2 2026.
  • SWP Financial sold 1,211 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $160K.
  • iShares S&P 500 Growth ETF made up 2.06% of SWP Financial's portfolio in Q2 2026, its #12 holding.
  • SWP Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares S&P 500 Growth ETF position peaked at $4.51M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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