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Wrenne Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wrenne Financial Planning’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 		$230K Buy
+1,670
New +$221K 0.08% 54
2026
Q1 		– Sell
-1,670
Closed -$206K – 51
2025
Q4 		$206K Hold
1,670
– – 0.08% 50
2025
Q3 		$202K Buy
+1,670
New +$192K 0.09% 50

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wrenne Financial Planning's IVW Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,670 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings. This is a return to the name: Wrenne Financial Planning previously reported a position in IVW as recently as Q4 2025.

Wrenne Financial Planning first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wrenne Financial Planning held 1,670 shares of iShares S&P 500 Growth ETF worth $230K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Wrenne Financial Planning position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.08% of Wrenne Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Wrenne Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.