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Traveka Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Traveka Wealth’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 		$300K Sell
2,181
-116
-5% -$15.3K 0.1% 137
2026
Q1 		$260K Buy
2,297
+58
+3% +$6.98K 0.1% 148
2025
Q4 		$276K Buy
+2,239
New +$274K 0.11% 140

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
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

Traveka Wealth's IVW Position: Q2 2026 in Review

Traveka Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.1% in Q2 2026, selling an estimated $15.3K and leaving 2,181 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #137.

Traveka Wealth first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Traveka Wealth held 2,181 shares of iShares S&P 500 Growth ETF worth $300K as of Q2 2026.
  • Traveka Wealth sold 116 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $15.3K.
  • iShares S&P 500 Growth ETF made up 0.1% of Traveka Wealth's portfolio in Q2 2026, its #137 holding.
  • Traveka Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.