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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Buy
+1,627
New +$215K 0.05% 147
2026
Q1
Sell
-1,627
Closed -$201K 150
2025
Q4
$201K Buy
+1,627
New +$199K 0.06% 143

Other funds holding IVW

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

Wealth Management Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,627 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: Wealth Management Partners previously reported a position in IVW as recently as Q4 2025.

Wealth Management Partners first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wealth Management Partners held 1,627 shares of iShares S&P 500 Growth ETF worth $224K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Wealth Management Partners position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Wealth Management Partners's portfolio in Q2 2026, its #147 holding.
  • Wealth Management Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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