WEG
IVW icon

World Equity Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

World Equity Group’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 		$1.93M Sell
14,006
-500
-3% -$66K 0.43% 47
2026
Q1 		$1.64M Buy
14,506
+588
+4% +$70.7K 0.43% 45
2025
Q4 		$1.72M Sell
13,918
-3,749
-21% -$459K 0.48% 39
2025
Q3 		$2.13M Buy
17,667
+776
+5% +$89.3K 0.48% 41
2025
Q2 		$1.86M Sell
16,891
-20,883
-55% -$2.07M 0.51% 38
2025
Q1 		$3.51M Buy
37,774
+21,745
+136% +$2.19M 1% 19
2024
Q4 		$1.63M Buy
16,029
+2,494
+18% +$249K 0.35% 63
2024
Q3 		$1.3M Buy
13,535
+6,075
+81% +$561K 0.47% 53
2024
Q2 		$690K Sell
7,460
-5,430
-42% -$468K 0.21% 129
2024
Q1 		$1.09M Buy
12,890
+5,322
+70% +$428K 0.22% 113
2023
Q4 		$568K Buy
7,568
+244
+3% +$17.4K 0.11% 179
2023
Q3 		$501K Buy
+7,324
New +$518K 0.1% 203
2022
Q2 		– Sell
-15,652
Closed -$1.2M – 371
2022
Q1 		$1.2M Buy
+15,652
New +$1.18M 0.26% 106

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

World Equity Group's IVW Position: Q2 2026 in Review

World Equity Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $66K and leaving 14,006 shares worth $1.93M. The position accounts for 0.43% of the portfolio, ranked #47.

World Equity Group first reported a position in IVW in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.51M in Q1 2025. 531 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • World Equity Group held 14,006 shares of iShares S&P 500 Growth ETF worth $1.93M as of Q2 2026.
  • World Equity Group sold 500 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $66K.
  • iShares S&P 500 Growth ETF made up 0.43% of World Equity Group's portfolio in Q2 2026, its #47 holding.
  • World Equity Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 13 quarters since.
  • World Equity Group's iShares S&P 500 Growth ETF position peaked at $3.51M in Q1 2025.
  • 531 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.