WealthGarden F.S.’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthGarden F.S.’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	$5.99M	Buy	43,556 +9,526	+28%	+$1.26M	3.4%	2
2026 Q1	$3.85M	Buy	34,030 +682	+2%	+$82K	2.63%	4
2025 Q4	$4.15M	Buy	33,348 +844	+3%	+$103K	2.73%	3
2025 Q3	$3.95M	Sell	32,504 -1,446	-4%	-$166K	2.81%	4
2025 Q2	$3.87M	Sell	33,950 -3,572	-10%	-$354K	3.21%	3
2025 Q1	$3.48M	Sell	37,522 -350	-0.9%	-$35.3K	3.35%	3
2024 Q4	$3.85M	Sell	37,872 -48	-0.1%	-$4.79K	3.59%	3
2024 Q3	$3.63M	Sell	37,920 -3,256	-8%	-$301K	3.53%	3
2024 Q2	$3.81M	Buy	+41,176	New	+$3.55M	4.01%	3

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WealthGarden F.S.'s IVW Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares S&P 500 Growth ETF (IVW) stake by 28% in Q2 2026, buying an estimated $1.26M and bringing the position to 43,556 shares worth $5.99M. The position accounts for 3.4% of the portfolio, ranked #2.

WealthGarden F.S. first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 1,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WealthGarden F.S. held 43,556 shares of iShares S&P 500 Growth ETF worth $5.99M as of Q2 2026.
WealthGarden F.S. bought 9,526 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.26M.
iShares S&P 500 Growth ETF made up 3.4% of WealthGarden F.S.'s portfolio in Q2 2026, its #2 holding.
WealthGarden F.S. first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.