Wealthcare Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthcare Capital 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	$437K	Sell	3,180 -5	-0.2%	-$660	0.04%	69
2026 Q1	$360K	Hold	3,185	–	–	0.04%	68
2025 Q4	$393K	Hold	3,185	–	–	0.04%	61
2025 Q3	$384K	Sell	3,185 -49	-2%	-$5.64K	0.04%	62
2025 Q2	$356K	Hold	3,234	–	–	0.04%	59
2025 Q1	$300K	Buy	3,234 +13	+0.4%	+$1.31K	0.03%	69
2024 Q4	$327K	Sell	3,221 -51	-2%	-$5.09K	0.03%	70
2024 Q3	$313K	Sell	3,272 -3	-0.1%	-$277	0.03%	67
2024 Q2	$303K	Sell	3,275 -1	-0%	-$86	0.03%	65
2024 Q1	$277K	Sell	3,276 -69	-2%	-$5.54K	0.03%	73
2023 Q4	$251K	Sell	3,345 -1	-0%	-$71	0.03%	74
2023 Q3	$229K	Sell	3,346 -1,379	-29%	-$97.6K	0.03%	69
2023 Q2	$333K	Hold	4,725	–	–	0.04%	57
2023 Q1	$302K	Hold	4,725	–	–	0.04%	58
2022 Q4	$276K	Hold	4,725	–	–	0.04%	64
2022 Q3	$273K	Hold	4,725	–	–	0.03%	59
2022 Q2	$285K	Sell	4,725 -116	-2%	-$7.68K	0.03%	58
2022 Q1	$370K	Sell	4,841 -1,743	-26%	-$131K	0.04%	62
2021 Q4	$551K	Buy	6,584 +129	+2%	+$10.4K	0.05%	53
2021 Q3	$477K	Sell	6,455 -227	-3%	-$17.3K	0.05%	51
2021 Q2	$486K	Sell	6,682 -824	-11%	-$57K	0.05%	49
2021 Q1	$489K	Sell	7,506 -371	-5%	-$24K	0.05%	43
2020 Q4	$503K	Sell	7,877 -371	-4%	-$22.5K	0.05%	40
2020 Q3	$476K	Sell	8,248 -332	-4%	-$18.8K	0.05%	37
2020 Q2	$445K	Sell	8,580 -112	-1%	-$5.37K	0.05%	38
2020 Q1	$359K	Sell	8,692 -276	-3%	-$13.1K	0.05%	40
2019 Q4	$434K	Sell	8,968 -48	-0.5%	-$2.23K	0.05%	40
2019 Q3	$406K	Sell	9,016 -8	-0.1%	-$362	0.05%	39
2019 Q2	$404K	Hold	9,024	–	–	0.06%	37
2019 Q1	$389K	Hold	9,024	–	–	0.06%	37
2018 Q4	$340K	Sell	9,024 -68	-0.7%	-$2.75K	0.05%	39
2018 Q3	$403K	Hold	9,092	–	–	0.05%	35
2018 Q2	$370K	Buy	9,092 +52	+0.6%	+$2.09K	0.04%	36
2018 Q1	$350K	Sell	9,040 -476	-5%	-$19K	0.04%	35
2017 Q4	$363K	Hold	9,516	–	–	0.04%	36
2017 Q3	$341K	Hold	9,516	–	–	0.04%	36
2017 Q2	$326K	Hold	9,516	–	–	0.04%	34
2017 Q1	$313K	Sell	9,516 -844	-8%	-$27.1K	0.03%	37
2016 Q4	$315K	Sell	10,360 -2,020	-16%	-$61K	0.04%	36
2016 Q3	$377K	Hold	12,380	–	–	0.04%	29
2016 Q2	$361K	Sell	12,380 -1,152	-9%	-$33.4K	0.04%	29
2016 Q1	$392K	Sell	13,532 -3,296	-20%	-$90.7K	0.05%	27
2015 Q4	$487K	Sell	16,828 -3,576	-18%	-$104K	0.06%	26
2015 Q3	$550K	Sell	20,404 -3,964	-16%	-$113K	0.07%	24
2015 Q2	$694K	Sell	24,368 -15,608	-39%	-$452K	0.08%	21
2015 Q1	$1.14M	Buy	39,976 +25,272	+172%	+$717K	0.14%	19
2014 Q4	$410K	Hold	14,704	–	–	0.06%	25
2014 Q3	$393K	Hold	14,704	–	–	0.06%	26
2014 Q2	$387K	Sell	14,704 -264	-2%	-$6.7K	0.06%	26
2014 Q1	$374K	Buy	14,968 +880	+6%	+$21.7K	0.06%	28
2013 Q4	$348K	Hold	14,088	–	–	0.06%	15
2013 Q3	$315K	Sell	14,088 -64	-0.5%	-$1.41K	0.05%	15
2013 Q2	$297K	Buy	+14,152	New	+$300K	0.05%	13

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Wealthcare Capital Management's IVW Position: Q2 2026 in Review

Wealthcare Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.16% in Q2 2026, selling an estimated $660 and leaving 3,180 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #69.

Wealthcare Capital Management first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.14M in Q1 2015. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wealthcare Capital Management held 3,180 shares of iShares S&P 500 Growth ETF worth $437K as of Q2 2026.
Wealthcare Capital Management sold 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
iShares S&P 500 Growth ETF made up 0.04% of Wealthcare Capital Management's portfolio in Q2 2026, its #69 holding.
Wealthcare Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Wealthcare Capital Management's iShares S&P 500 Growth ETF position peaked at $1.14M in Q1 2015.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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