Wolff Wiese Magana’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wolff Wiese Magana’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	$165K	Hold	1,200	–	–	0.08%	131
2026 Q1	$136K	Sell	1,200 -59	-5%	-$7.1K	0.07%	131
2025 Q4	$155K	Sell	1,259 -25	-2%	-$3.06K	0.09%	121
2025 Q3	$155K	Buy	1,284 +122	+10%	+$14K	0.09%	123
2025 Q2	$128K	Hold	1,162	–	–	0.08%	131
2025 Q1	$108K	Hold	1,162	–	–	0.07%	127
2024 Q4	$118K	Hold	1,162	–	–	0.08%	132
2024 Q3	$111K	Buy	1,162 +570	+96%	+$52.6K	0.08%	132
2024 Q2	$54.8K	Hold	592	–	–	0.04%	153
2024 Q1	$50K	Hold	592	–	–	0.04%	145
2023 Q4	$44.5K	Hold	592	–	–	0.04%	146
2023 Q3	$40.5K	Hold	592	–	–	0.03%	205
2023 Q2	$41.7K	Hold	592	–	–	0.03%	207
2023 Q1	$37.8K	Hold	592	–	–	0.03%	209
2022 Q4	$34.6K	Hold	592	–	–	0.03%	213
2022 Q3	$34K	Hold	592	–	–	0.03%	297
2022 Q2	$36K	Hold	592	–	–	0.03%	304
2022 Q1	$45K	Hold	592	–	–	0.03%	288
2021 Q4	$50K	Hold	592	–	–	0.03%	277
2021 Q3	$44K	Hold	592	–	–	0.03%	296
2021 Q2	$43K	Hold	592	–	–	0.03%	301
2021 Q1	$39K	Hold	592	–	–	0.03%	309
2020 Q4	$38K	Buy	+592	New	+$35.9K	0.03%	298

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

Wolff Wiese Magana's IVW Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,200 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #131.

Wolff Wiese Magana first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Wolff Wiese Magana held 1,200 shares of iShares S&P 500 Growth ETF worth $165K as of Q2 2026.
Wolff Wiese Magana left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.08% of Wolff Wiese Magana's portfolio in Q2 2026, its #131 holding.
Wolff Wiese Magana first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.