WH
IVW icon

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

Willner & Heller’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 		$453K Buy
3,290
+3
+0.1% +$396 0.28% 98
2026
Q1 		$372K Sell
3,287
-25
-0.8% -$3.01K 0.28% 107
2025
Q4 		$408K Sell
3,312
-164
-5% -$20.1K 0.29% 102
2025
Q3 		$420K Sell
3,476
-13
-0.4% -$1.5K 0.32% 99
2025
Q2 		$384K Sell
3,489
-739
-17% -$73.1K 0.32% 98
2025
Q1 		$393K Buy
4,228
+5
+0.1% +$504 0.36% 93
2024
Q4 		$429K Sell
4,223
-54
-1% -$5.39K 0.38% 87
2024
Q3 		$410K Buy
4,277
+7
+0.2% +$646 0.36% 94
2024
Q2 		$395K Sell
4,270
-29
-0.7% -$2.5K 0.38% 91
2024
Q1 		$363K Buy
4,299
+4
+0.1% +$321 0.36% 98
2023
Q4 		$323K Buy
+4,295
New +$306K 0.36% 96
2022
Q4 		$255K Buy
4,354
+79
+2% +$4.74K 0.36% 107
2022
Q3 		$247K Buy
4,275
+11
+0.3% +$715 0.4% 94
2022
Q2 		$257K Buy
4,264
+28
+0.7% +$1.85K 0.4% 98
2022
Q1 		$354K Sell
4,236
-20
-0.5% -$1.5K 0.44% 82
2021
Q4 		$315K Buy
+4,256
New +$343K 0.42% 91

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Willner & Heller's IVW Position: Q2 2026 in Review

Willner & Heller increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $396 and bringing the position to 3,290 shares worth $453K. The position accounts for 0.28% of the portfolio, ranked #98.

Willner & Heller first reported a position in IVW in Q4 2021 and has held it in 16 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Willner & Heller held 3,290 shares of iShares S&P 500 Growth ETF worth $453K as of Q2 2026.
  • Willner & Heller bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
  • iShares S&P 500 Growth ETF made up 0.28% of Willner & Heller's portfolio in Q2 2026, its #98 holding.
  • Willner & Heller first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.