Advocacy Wealth Management Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Advocacy Wealth Management Services's IVW Position: Q2 2026 in Review
Advocacy Wealth Management Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, selling an estimated $2.81M and leaving 807,434 shares worth $111M. The position accounts for 4.04% of the portfolio, ranked #4.
Advocacy Wealth Management Services first reported a position in IVW in Q2 2019 and has held it in 13 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Advocacy Wealth Management Services held 807,434 shares of iShares S&P 500 Growth ETF worth $111M as of Q2 2026.
- Advocacy Wealth Management Services sold 21,311 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.81M.
- iShares S&P 500 Growth ETF made up 4.04% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #4 holding.
- Advocacy Wealth Management Services first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 13 quarters since.
- 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.