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Syntegra Private Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Syntegra Private Wealth Group’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 		$2.29M Buy
16,669
+138
+0.8% +$18.2K 0.18% 40
2026
Q1 		$1.87M Sell
16,531
-7
-0% -$842 0.18% 42
2025
Q4 		$2.04M Sell
16,538
-38
-0.2% -$4.65K 0.19% 42
2025
Q3 		$2M Buy
16,576
+73
+0.4% +$8.4K 0.19% 41
2025
Q2 		$1.82M Sell
16,503
-474
-3% -$46.9K 0.19% 41
2025
Q1 		$1.58M Sell
16,977
-238
-1% -$24K 0.18% 42
2024
Q4 		$1.75M Sell
17,215
-221
-1% -$22K 0.2% 36
2024
Q3 		$1.67M Sell
17,436
-1,069
-6% -$98.7K 0.19% 37
2024
Q2 		$1.71M Buy
18,505
+2,700
+17% +$233K 0.22% 32
2024
Q1 		$1.33M Buy
15,805
+1,807
+13% +$145K 0.17% 41
2023
Q4 		$1.05M Buy
13,998
+372
+3% +$26.5K 0.15% 40
2023
Q3 		$932K Sell
13,626
-1,779
-12% -$126K 0.15% 44
2023
Q2 		$1.09M Buy
15,405
+2,593
+20% +$171K 0.17% 42
2023
Q1 		$819K Buy
12,812
+283
+2% +$17.3K 0.15% 44
2022
Q4 		$733K Buy
+12,529
New +$752K 0.15% 43

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

Syntegra Private Wealth Group's IVW Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.83% in Q2 2026, buying an estimated $18.2K and bringing the position to 16,669 shares worth $2.29M. The position accounts for 0.18% of the portfolio, ranked #40.

Syntegra Private Wealth Group first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Syntegra Private Wealth Group held 16,669 shares of iShares S&P 500 Growth ETF worth $2.29M as of Q2 2026.
  • Syntegra Private Wealth Group bought 138 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.2K.
  • iShares S&P 500 Growth ETF made up 0.18% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Syntegra Private Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.