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Verum Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Verum Partners’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 		$1.41M Buy
10,272
+1,186
+13% +$157K 0.21% 62
2026
Q1 		$1.03M Buy
9,086
+6
+0.1% +$722 0.2% 69
2025
Q4 		$1.12M Sell
9,080
-92
-1% -$11.3K 0.23% 62
2025
Q3 		$1.11M Sell
9,172
-6
-0.1% -$690 0.24% 60
2025
Q2 		$1.01M Buy
9,178
+8
+0.1% +$792 0.23% 61
2025
Q1 		$851K Sell
9,170
-26
-0.3% -$2.62K 0.23% 59
2024
Q4 		$934K Buy
9,196
+9
+0.1% +$898 0.27% 60
2024
Q3 		$880K Buy
9,187
+11
+0.1% +$1.02K 0.26% 62
2024
Q2 		$849K Buy
9,176
+5
+0.1% +$431 0.27% 58
2024
Q1 		$774K Sell
9,171
-790
-8% -$63.5K 0.28% 62
2023
Q4 		$748K Buy
9,961
+47
+0.5% +$3.35K 0.3% 63
2023
Q3 		$678K Buy
9,914
+2,756
+39% +$195K 0.3% 62
2023
Q2 		$505K Buy
7,158
+10
+0.1% +$661 0.46% 47
2023
Q1 		$457K Sell
7,148
-223
-3% -$13.6K 0.49% 39
2022
Q4 		$431K Buy
+7,371
New +$443K 0.53% 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
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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Verum Partners's IVW Position: Q2 2026 in Review

Verum Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $157K and bringing the position to 10,272 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #62.

Verum Partners first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Verum Partners held 10,272 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
  • Verum Partners bought 1,186 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $157K.
  • iShares S&P 500 Growth ETF made up 0.21% of Verum Partners's portfolio in Q2 2026, its #62 holding.
  • Verum Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.