UAS
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United Asset Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

United Asset Strategies’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 		$361K Hold
2,623
– – 0.03% 223
2026
Q1 		$297K Sell
2,623
-49
-2% -$5.89K 0.02% 230
2025
Q4 		$329K Hold
2,672
– – 0.03% 218
2025
Q3 		$323K Hold
2,672
– – 0.03% 217
2025
Q2 		$294K Sell
2,672
-5
-0.2% -$495 0.03% 217
2025
Q1 		$249K Buy
2,677
+5
+0.2% +$504 0.02% 222
2024
Q4 		$271K Hold
2,672
– – 0.02% 209
2024
Q3 		$256K Hold
2,672
– – 0.02% 214
2024
Q2 		$247K Hold
2,672
– – 0.02% 206
2024
Q1 		$226K Hold
2,672
– – 0.02% 219
2023
Q4 		$201K Buy
+2,672
New +$190K 0.02% 228
2022
Q2 		– Sell
-2,672
Closed -$204K – 220
2022
Q1 		$204K Buy
+2,672
New +$201K 0.03% 199

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

United Asset Strategies's IVW Position: Q2 2026 in Review

United Asset Strategies held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,623 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #223.

United Asset Strategies first reported a position in IVW in Q1 2022 and has held it in 12 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • United Asset Strategies held 2,623 shares of iShares S&P 500 Growth ETF worth $361K as of Q2 2026.
  • United Asset Strategies left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #223 holding.
  • United Asset Strategies first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 12 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.