Walled Lake Planning & Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Walled Lake Planning & Wealth Management’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	$498K	Sell	3,621 -6	-0.2%	-$792	0.13%	79
2026 Q1	$410K	Sell	3,627 -94	-3%	-$11.3K	0.12%	88
2025 Q4	$459K	Sell	3,721 -145	-4%	-$17.7K	0.15%	79
2025 Q3	$467K	Sell	3,866 -375	-9%	-$43.1K	0.15%	80
2025 Q2	$467K	Sell	4,241 -100	-2%	-$9.9K	0.15%	73
2025 Q1	$403K	Sell	4,341 -154	-3%	-$15.5K	0.14%	83
2024 Q4	$456K	Sell	4,495 -181	-4%	-$18.1K	0.17%	73
2024 Q3	$448K	Sell	4,676 -47	-1%	-$4.34K	0.17%	72
2024 Q2	$437K	Sell	4,723 -18	-0.4%	-$1.55K	0.18%	65
2024 Q1	$400K	Sell	4,741 -19	-0.4%	-$1.53K	0.16%	69
2023 Q4	$357K	Buy	4,760 +29	+0.6%	+$2.06K	0.17%	67
2023 Q3	$324K	Sell	4,731 -62	-1%	-$4.39K	0.16%	62
2023 Q2	$338K	Buy	4,793 +326	+7%	+$21.6K	0.16%	61
2023 Q1	$285K	Sell	4,467 -123	-3%	-$7.52K	0.15%	63
2022 Q4	$268K	Buy	4,590 +8	+0.2%	+$480	0.18%	44
2022 Q3	$265K	Sell	4,582 -7	-0.2%	-$455	0.19%	57
2022 Q2	$277K	Buy	4,589 +312	+7%	+$20.6K	0.19%	55
2022 Q1	$327K	Buy	4,277 +4	+0.1%	+$301	0.19%	59
2021 Q4	$358K	Sell	4,273 -8	-0.2%	-$644	0.21%	58
2021 Q3	$316K	Sell	4,281 -20	-0.5%	-$1.52K	0.19%	56
2021 Q2	$313K	Sell	4,301 -7	-0.2%	-$485	0.2%	56
2021 Q1	$280K	Sell	4,308 -32	-0.7%	-$2.07K	0.19%	59
2020 Q4	$277K	Sell	4,340 -80	-2%	-$4.85K	0.21%	58
2020 Q3	$255K	Sell	4,420 -4	-0.1%	-$226	0.21%	53
2020 Q2	$230K	Sell	4,424 -220	-5%	-$10.5K	0.19%	58
2020 Q1	$192K	Sell	4,644 -64	-1%	-$3.03K	0.18%	61
2019 Q4	$228K	Buy	+4,708	New	+$218K	0.16%	58

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IVW Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.17% in Q2 2026, selling an estimated $792 and leaving 3,621 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #79.

Walled Lake Planning & Wealth Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 462 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Walled Lake Planning & Wealth Management held 3,621 shares of iShares S&P 500 Growth ETF worth $498K as of Q2 2026.
Walled Lake Planning & Wealth Management sold 6 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $792.
iShares S&P 500 Growth ETF made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #79 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
462 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.