WealthPLAN 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 | $8.48M | Buy |
61,627
+286
| +0.5% | +$37.8K | 1.62% | 11 |
|
|
2026
Q1 | $6.94M | Sell |
61,341
-4,755
| -7% | -$572K | 1.34% | 15 |
|
|
2025
Q4 | $8.15M | Buy |
66,096
+1,636
| +3% | +$200K | 1.22% | 15 |
|
|
2025
Q3 | $7.78M | Sell |
64,460
-1,673
| -3% | -$192K | 1.17% | 16 |
|
|
2025
Q2 | $7.28M | Buy |
66,133
+790
| +1% | +$78.2K | 1.17% | 17 |
|
|
2025
Q1 | $6.07M | Buy |
65,343
+5,229
| +9% | +$527K | 0.86% | 30 |
|
|
2024
Q4 | $6.1M | Sell |
60,114
-8,030
| -12% | -$801K | 0.87% | 27 |
|
|
2024
Q3 | $6.52M | Sell |
68,144
-11,699
| -15% | -$1.08M | 0.88% | 28 |
|
|
2024
Q2 | $7.39M | Buy |
79,843
+15,729
| +25% | +$1.36M | 0.79% | 29 |
|
|
2024
Q1 | $5.41M | Buy |
64,114
+11,401
| +22% | +$916K | 0.56% | 55 |
|
|
2023
Q4 | $3.96M | Buy |
52,713
+3,774
| +8% | +$269K | 0.41% | 74 |
|
|
2023
Q3 | $3.35M | Buy |
48,939
+9,038
| +23% | +$640K | 0.39% | 72 |
|
|
2023
Q2 | $2.81M | Sell |
39,901
-5,949
| -13% | -$393K | 0.4% | 72 |
|
|
2023
Q1 | $2.93M | Sell |
45,850
-4,904
| -10% | -$300K | 0.33% | 79 |
|
|
2022
Q4 | $3.2M | Buy |
+50,754
| New | +$3.05M | 0.22% | 93 |
|
|
2022
Q1 | $10.9M | Sell |
163,510
-2,130
| -1% | -$160K | 0.76% | 50 |
|
|
2021
Q4 | $12.7M | Sell |
165,640
-16,270
| -9% | -$1.31M | 0.84% | 44 |
|
|
2021
Q3 | $15.1M | Buy |
181,910
+26,238
| +17% | +$2M | 1.01% | 29 |
|
|
2021
Q2 | $11.8M | Buy |
155,672
+2,093
| +1% | +$145K | 0.83% | 43 |
|
|
2021
Q1 | $10.5M | Buy |
153,579
+1,617
| +1% | +$105K | 0.82% | 44 |
|
|
2020
Q4 | $10.1M | Sell |
151,962
-527,642
| -78% | -$32M | 0.86% | 37 |
|
|
2020
Q3 | $10.2M | Buy |
679,604
+549,224
| +421% | +$31.1M | 1% | 29 |
|
|
2020
Q2 | $7.47M | Sell |
130,380
-2,044
| -2% | -$98K | 0.77% | 39 |
|
|
2020
Q1 | $6.24M | Sell |
132,424
-4,420
| -3% | -$209K | 0.81% | 40 |
|
|
2019
Q4 | $7.15M | Sell |
136,844
-14,340
| -9% | -$665K | 0.84% | 36 |
|
|
2019
Q3 | $7M | Sell |
151,184
-4,656
| -3% | -$211K | 0.96% | 26 |
|
|
2019
Q2 | $7.01M | Sell |
155,840
-14,556
| -9% | -$640K | 1.06% | 17 |
|
|
2019
Q1 | $7.43M | Sell |
170,396
-4,840
| -3% | -$198K | 1.16% | 14 |
|
|
2018
Q4 | $7.3M | Sell |
175,236
-692
| -0.4% | -$28K | 1.17% | 13 |
|
|
2018
Q3 | $6.87M | Buy |
175,928
+17,608
| +11% | +$757K | 1.25% | 11 |
|
|
2018
Q2 | $6.44M | Buy |
158,320
+30,400
| +24% | +$1.22M | 1.32% | 10 |
|
|
2018
Q1 | $4.96M | Buy |
127,920
+34,868
| +37% | +$1.39M | 1.09% | 16 |
|
|
2017
Q4 | $3.55M | Sell |
93,052
-418,196
| -82% | -$15.6M | 0.95% | 25 |
|
|
2017
Q3 | $18.3M | Buy |
511,248
+8,552
| +2% | +$301K | 5.14% | 4 |
|
|
2017
Q2 | $17.2M | Buy |
502,696
+473,144
| +1,601% | +$16M | 4.94% | 4 |
|
|
2017
Q1 | $969K | Buy |
+29,552
| New | +$948K | 3.37% | 7 |
|
|
2016
Q3 | $11.6M | Buy |
385,448
+346,464
| +889% | +$10.5M | 3.79% | 7 |
|
|
2016
Q2 | $522K | Buy |
+38,984
| New | +$1.13M | 0.07% | 192 |
|
|
2015
Q4 | $454K | Buy |
+47,332
| New | +$1.38M | 0.07% | 164 |
|
|
2015
Q2 | $360K | Sell |
12,664
-800
| -6% | -$23.2K | 0.16% | 73 |
|
|
2015
Q1 | $381K | Buy |
+13,464
| New | +$382K | 0.18% | 82 |
|
Other funds holding IVW
WealthPLAN Partners's IVW Position: Q2 2026 in Review
WealthPLAN Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.47% in Q2 2026, buying an estimated $37.8K and bringing the position to 61,627 shares worth $8.48M. The position accounts for 1.62% of the portfolio, ranked #11.
WealthPLAN Partners first reported a position in IVW in Q1 2015 and has held it in 41 quarters since. The position peaked at $18.3M in Q3 2017. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- WealthPLAN Partners held 61,627 shares of iShares S&P 500 Growth ETF worth $8.48M as of Q2 2026.
- WealthPLAN Partners bought 286 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $37.8K.
- iShares S&P 500 Growth ETF made up 1.62% of WealthPLAN Partners's portfolio in Q2 2026, its #11 holding.
- WealthPLAN Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's iShares S&P 500 Growth ETF position peaked at $18.3M in Q3 2017.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.