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West Branch Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

West Branch Capital’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 		$150K Buy
1,088
+1
+0.1% +$132 0.03% 94
2026
Q1 		$123K Buy
1,087
+1
+0.1% +$120 0.03% 95
2025
Q4 		$134K Buy
1,086
+1
+0.1% +$122 0.03% 95
2025
Q3 		$131K Buy
1,085
+1
+0.1% +$115 0.03% 101
2025
Q2 		$119K Sell
1,084
-164
-13% -$16.2K 0.04% 101
2025
Q1 		$116K Buy
1,248
+1
+0.1% +$101 0.04% 107
2024
Q4 		$127K Buy
1,247
+2
+0.2% +$200 0.04% 102
2024
Q3 		$119K Buy
1,245
+2
+0.2% +$185 0.04% 104
2024
Q2 		$115K Buy
1,243
+1
+0.1% +$86 0.04% 112
2024
Q1 		$105K Buy
1,242
+1
+0.1% +$80 0.04% 122
2023
Q4 		$93.2K Sell
1,241
-60
-5% -$4.27K 0.04% 123
2023
Q3 		$89K Hold
1,301
– – 0.05% 119
2023
Q2 		$91.7K Buy
1,301
+3
+0.2% +$198 0.05% 118
2023
Q1 		$82.9K Buy
1,298
+4
+0.3% +$245 0.05% 126
2022
Q4 		$75.7K Sell
1,294
-1,237
-49% -$74.3K 0.05% 134
2022
Q3 		$146K Buy
2,531
+1,243
+97% +$80.8K 0.09% 91
2022
Q2 		$78K Buy
1,288
+2
+0.2% +$132 0.05% 139
2022
Q1 		$98K Sell
1,286
-46
-3% -$3.46K 0.05% 132
2021
Q4 		$111K Sell
1,332
-1
-0.1% -$81 0.05% 135
2021
Q3 		$99K Buy
1,333
+2
+0.2% +$152 0.05% 135
2021
Q2 		$97K Buy
+1,331
New +$92.1K 0.05% 141

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

West Branch Capital's IVW Position: Q2 2026 in Review

West Branch Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $132 and bringing the position to 1,088 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #94.

West Branch Capital first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • West Branch Capital held 1,088 shares of iShares S&P 500 Growth ETF worth $150K as of Q2 2026.
  • West Branch Capital bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #94 holding.
  • West Branch Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.