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

Unique 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 		$644K Buy
4,679
+34
+0.7% +$4.49K 0.08% 131
2026
Q1 		$525K Buy
4,645
+46
+1% +$5.53K 0.07% 119
2025
Q4 		$567K Buy
4,599
+17
+0.4% +$2.08K 0.08% 117
2025
Q3 		$553K Hold
4,582
– – 0.08% 110
2025
Q2 		$504K Hold
4,582
– – 0.08% 113
2025
Q1 		$425K Sell
4,582
-100
-2% -$10.1K 0.08% 111
2024
Q4 		$475K Buy
4,682
+898
+24% +$89.6K 0.1% 90
2024
Q3 		$362K Buy
+3,784
New +$349K 0.08% 88

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
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

Unique Wealth's IVW Position: Q2 2026 in Review

Unique Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.73% in Q2 2026, buying an estimated $4.49K and bringing the position to 4,679 shares worth $644K. The position accounts for 0.08% of the portfolio, ranked #131.

Unique Wealth first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Unique Wealth held 4,679 shares of iShares S&P 500 Growth ETF worth $644K as of Q2 2026.
  • Unique Wealth bought 34 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.49K.
  • iShares S&P 500 Growth ETF made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #131 holding.
  • Unique Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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