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Wellspring Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wellspring Financial Advisors’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 		$11.7M Sell
85,038
-288
-0.3% -$38K 0.77% 23
2026
Q1 		$9.65M Sell
85,326
-1,187
-1% -$143K 0.72% 26
2025
Q4 		$10.7M Sell
86,513
-1,085
-1% -$133K 0.84% 24
2025
Q3 		$10.6M Sell
87,598
-730
-0.8% -$84K 0.97% 19
2025
Q2 		$9.72M Buy
88,328
+2,009
+2% +$199K 0.98% 17
2025
Q1 		$8.01M Sell
86,319
-8,498
-9% -$857K 0.89% 18
2024
Q4 		$9.63M Sell
94,817
-1,108
-1% -$111K 1.01% 19
2024
Q3 		$9.18M Sell
95,925
-696
-0.7% -$64.3K 1.1% 19
2024
Q2 		$8.94M Buy
96,621
+1,159
+1% +$99.9K 1.22% 19
2024
Q1 		$8.06M Sell
95,462
-5,936
-6% -$477K 1.27% 20
2023
Q4 		$7.62M Sell
101,398
-1,789
-2% -$127K 1.89% 15
2023
Q3 		$7.06M Sell
103,187
-3,486
-3% -$247K 2.06% 14
2023
Q2 		$7.52M Sell
106,673
-3,209
-3% -$212K 2.13% 13
2023
Q1 		$7.02M Sell
109,882
-1,431
-1% -$87.5K 2.08% 13
2022
Q4 		$6.51M Sell
111,313
-2,035
-2% -$122K 2.17% 12
2022
Q3 		$6.56M Sell
113,348
-953
-0.8% -$61.9K 2.42% 15
2022
Q2 		$6.9M Sell
114,301
-4,370
-4% -$289K 2.4% 16
2022
Q1 		$9.06M Sell
118,671
-402
-0.3% -$30.2K 2.67% 12
2021
Q4 		$9.96M Sell
119,073
-4,767
-4% -$384K 2.78% 12
2021
Q3 		$9.15M Sell
123,840
-417
-0.3% -$31.8K 2.76% 12
2021
Q2 		$9.04M Buy
124,257
+88,019
+243% +$6.09M 2.84% 10
2021
Q1 		$5.98M Sell
36,238
-96,542
-73% -$6.24M 2.88% 11
2020
Q4 		$8.47M Sell
132,780
-11,072
-8% -$671K 2.96% 11
2020
Q3 		$8.31M Sell
143,852
-624
-0.4% -$35.3K 3.26% 9
2020
Q2 		$7.49M Sell
144,476
-476
-0.3% -$22.8K 3.09% 9
2020
Q1 		$5.98M Buy
+144,952
New +$6.85M 2.88% 11

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
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
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

Wellspring Financial Advisors's IVW Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.34% in Q2 2026, selling an estimated $38K and leaving 85,038 shares worth $11.7M. The position accounts for 0.77% of the portfolio, ranked #23.

Wellspring Financial Advisors first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. 773 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wellspring Financial Advisors held 85,038 shares of iShares S&P 500 Growth ETF worth $11.7M as of Q2 2026.
  • Wellspring Financial Advisors sold 288 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $38K.
  • iShares S&P 500 Growth ETF made up 0.77% of Wellspring Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Wellspring Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.