Walser Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Walser Wealth Management's IVW Position: Q2 2026 in Review
Walser Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, buying an estimated $8.32K and bringing the position to 2,740 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #138.
Walser Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Walser Wealth Management held 2,740 shares of iShares S&P 500 Growth ETF worth $377K as of Q2 2026.
- Walser Wealth Management bought 63 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.32K.
- iShares S&P 500 Growth ETF made up 0.16% of Walser Wealth Management's portfolio in Q2 2026, its #138 holding.
- Walser Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.