W
IVW icon

Wealthquest’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealthquest’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 		$804K Hold
5,846
– – 0.05% 75
2026
Q1 		$661K Sell
5,846
-85
-1% -$10.2K 0.05% 75
2025
Q4 		$731K Buy
+5,931
New +$726K 0.06% 72
2025
Q3 		– Sell
-7,652
Closed -$842K – 83
2025
Q2 		$842K Buy
7,652
+2,658
+53% +$263K 0.07% 56
2025
Q1 		$464K Sell
4,994
-34
-0.7% -$3.43K 0.04% 76
2024
Q4 		$510K Sell
5,028
-91
-2% -$9.08K 0.04% 72
2024
Q3 		$483K Hold
5,119
– – 0.04% 73
2024
Q2 		$474K Hold
5,119
– – 0.05% 71
2024
Q1 		$432K Sell
5,119
-447
-8% -$35.9K 0.05% 80
2023
Q4 		$418K Sell
5,566
-1
-0% -$71 0.05% 87
2023
Q3 		$381K Buy
5,567
+447
+9% +$31.6K 0.05% 85
2023
Q2 		$361K Hold
5,120
– – 0.04% 85
2023
Q1 		$327K Hold
5,120
– – 0.04% 90
2022
Q4 		$300K Hold
5,120
– – 0.04% 97
2022
Q3 		$296K Hold
5,120
– – 0.04% 93
2022
Q2 		$308K Hold
5,120
– – 0.05% 95
2022
Q1 		$428K Hold
5,120
– – 0.07% 86
2021
Q4 		$428K Hold
5,120
– – 0.07% 86
2021
Q3 		$378K Sell
5,120
-673
-12% -$51.3K 0.06% 88
2021
Q2 		$421K Sell
5,793
-1,355
-19% -$93.8K 0.07% 88
2021
Q1 		$465K Sell
7,148
-400
-5% -$25.9K 0.09% 82
2020
Q4 		$481K Sell
7,548
-460
-6% -$27.9K 0.1% 75
2020
Q3 		$462K Hold
8,008
– – 0.11% 69
2020
Q2 		$415K Buy
+8,008
New +$384K 0.11% 70
2019
Q4 		$1.22M Buy
25,180
+872
+4% +$40.4K 0.35% 51
2019
Q3 		$1.09M Buy
24,308
+940
+4% +$42.5K 0.37% 51
2019
Q2 		$1.05M Sell
23,368
-64
-0.3% -$2.81K 0.4% 51
2019
Q1 		$1.01M Buy
23,432
+1,124
+5% +$46.1K 0.38% 50
2018
Q4 		$840K Buy
+22,308
New +$903K 0.34% 54

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Wealthquest's IVW Position: Q2 2026 in Review

Wealthquest held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,846 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #75.

Wealthquest first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.22M in Q4 2019. 817 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wealthquest held 5,846 shares of iShares S&P 500 Growth ETF worth $804K as of Q2 2026.
  • Wealthquest left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Wealthquest's portfolio in Q2 2026, its #75 holding.
  • Wealthquest first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Wealthquest's iShares S&P 500 Growth ETF position peaked at $1.22M in Q4 2019.
  • 817 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.