Wealthcare Advisory Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthcare Advisory Partners’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	$2.29M	Sell	16,618 -2,564	-13%	-$339K	0.04%	329
2026 Q1	$2.17M	Sell	19,182 -1,532	-7%	-$184K	0.04%	351
2025 Q4	$2.55M	Buy	20,714 +173	+0.8%	+$21.2K	0.05%	302
2025 Q3	$2.48M	Sell	20,541 -529	-3%	-$60.8K	0.05%	290
2025 Q2	$2.32M	Buy	21,070 +202	+1%	+$20K	0.05%	295
2025 Q1	$1.94M	Sell	20,868 -585	-3%	-$59K	0.05%	290
2024 Q4	$2.18M	Buy	21,453 +1,851	+9%	+$185K	0.06%	255
2024 Q3	$1.88M	Sell	19,602 -1,080	-5%	-$99.7K	0.05%	284
2024 Q2	$1.91M	Buy	20,682 +108	+0.5%	+$9.31K	0.06%	244
2024 Q1	$1.74M	Sell	20,574 -18,095	-47%	-$1.45M	0.06%	254
2023 Q4	$2.9M	Buy	38,669 +5,403	+16%	+$385K	0.12%	146
2023 Q3	$2.28M	Buy	33,266 +8,266	+33%	+$585K	0.1%	155
2023 Q2	$1.76M	Sell	25,000 -2,905	-10%	-$192K	0.08%	199
2023 Q1	$1.78M	Buy	27,905 +828	+3%	+$50.6K	0.08%	194
2022 Q4	$1.58M	Sell	27,077 -694	-2%	-$41.7K	0.08%	198
2022 Q3	$1.61M	Buy	27,771 +1,852	+7%	+$120K	0.09%	163
2022 Q2	$1.56M	Buy	25,919 +10,823	+72%	+$716K	0.09%	144
2022 Q1	$1.15M	Buy	15,096 +6,424	+74%	+$483K	0.07%	170
2021 Q4	$726K	Sell	8,672 -1,250	-13%	-$101K	0.04%	249
2021 Q3	$733K	Sell	9,922 -285	-3%	-$21.7K	0.05%	245
2021 Q2	$742K	Buy	10,207 +155	+2%	+$10.7K	0.05%	238
2021 Q1	$654K	Buy	10,052 +403	+4%	+$26.1K	0.05%	244
2020 Q4	$616K	Buy	9,649 +417	+5%	+$25.3K	0.05%	202
2020 Q3	$533K	Buy	9,232 +1,904	+26%	+$108K	0.06%	192
2020 Q2	$380K	Sell	7,328 -316	-4%	-$15.1K	0.05%	213
2020 Q1	$315K	Sell	7,644 -160	-2%	-$7.57K	0.05%	210
2019 Q4	$378K	Buy	7,804 +1,748	+29%	+$81K	0.05%	208
2019 Q3	$273K	Buy	6,056 +164	+3%	+$7.42K	0.04%	227
2019 Q2	$264K	Sell	5,892 -1,044	-15%	-$45.9K	0.04%	227
2019 Q1	$299K	Sell	6,936 -244	-3%	-$10K	0.05%	186
2018 Q4	$271K	Sell	7,180 -1,364	-16%	-$55.2K	0.05%	170
2018 Q3	$378K	Sell	8,544 -500	-6%	-$21.5K	0.07%	152
2018 Q2	$368K	Buy	9,044 +2,232	+33%	+$89.7K	0.07%	149
2018 Q1	$264K	Sell	6,812 -180	-3%	-$7.18K	0.06%	169
2017 Q4	$267K	Buy	6,992 +924	+15%	+$34.5K	0.07%	146
2017 Q3	$218K	Buy	+6,068	New	+$214K	0.06%	141
2016 Q3	–	Sell	-256	Closed	-$7K	–	109
2016 Q2	$7K	Buy	+256	New	+$7.43K	﹤0.01%	85

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

EWA

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Wealthcare Advisory Partners's IVW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, selling an estimated $339K and leaving 16,618 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #329.

Wealthcare Advisory Partners first reported a position in IVW in Q2 2016 and has held it in 37 quarters since. The position peaked at $2.9M in Q4 2023. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wealthcare Advisory Partners held 16,618 shares of iShares S&P 500 Growth ETF worth $2.29M as of Q2 2026.
Wealthcare Advisory Partners sold 2,564 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $339K.
iShares S&P 500 Growth ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #329 holding.
Wealthcare Advisory Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 37 quarters since.
Wealthcare Advisory Partners's iShares S&P 500 Growth ETF position peaked at $2.9M in Q4 2023.
620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.