XPN
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XY Planning Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

XY Planning Network’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 		$4.82M Buy
35,035
+4,663
+15% +$616K 0.6% 40
2026
Q1 		$3.48M Buy
30,372
+6,230
+26% +$749K 0.56% 40
2025
Q4 		$2.98M Buy
+24,142
New +$2.95M 0.52% 45

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
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

XY Planning Network's IVW Position: Q2 2026 in Review

XY Planning Network increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, buying an estimated $616K and bringing the position to 35,035 shares worth $4.82M. The position accounts for 0.6% of the portfolio, ranked #40.

XY Planning Network first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • XY Planning Network held 35,035 shares of iShares S&P 500 Growth ETF worth $4.82M as of Q2 2026.
  • XY Planning Network bought 4,663 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $616K.
  • iShares S&P 500 Growth ETF made up 0.6% of XY Planning Network's portfolio in Q2 2026, its #40 holding.
  • XY Planning Network first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.