WETS
IVW icon

Wealth Enhancement Trust Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealth Enhancement Trust Services’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 		$2.68M Buy
19,460
+2,146
+12% +$283K 0.3% 76
2026
Q1 		$1.96M Buy
17,314
+670
+4% +$80.6K 0.24% 87
2025
Q4 		$2.05M Buy
+16,644
New +$2.04M 0.26% 75

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Trust Services's IVW Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $283K and bringing the position to 19,460 shares worth $2.68M. The position accounts for 0.3% of the portfolio, ranked #76.

Wealth Enhancement Trust Services first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,785 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wealth Enhancement Trust Services held 19,460 shares of iShares S&P 500 Growth ETF worth $2.68M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,146 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $283K.
  • iShares S&P 500 Growth ETF made up 0.3% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #76 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.