Waterway Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Waterway 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	$6.61M	Buy	+48,075	New	+$6.35M	1.35%	17

Other funds holding IVW

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

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

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

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

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

Waterway Wealth Management's IVW Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 48,075 shares worth $6.61M. The stake represents 1.35% of the portfolio and ranks #17 among its holdings.

553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Waterway Wealth Management held 48,075 shares of iShares S&P 500 Growth ETF worth $6.61M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Waterway Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 1.35% of Waterway Wealth Management's portfolio in Q2 2026, its #17 holding.
553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.