ACA
IVW icon

Affinity Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Affinity Capital Advisors’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 		$918K Hold
6,697
– – 0.11% 78
2026
Q1 		$757K Sell
6,697
-32
-0.5% -$3.85K 0.11% 81
2025
Q4 		$829K Buy
6,729
+408
+6% +$49.9K 0.11% 77
2025
Q3 		$767K Hold
6,321
– – 0.12% 79
2025
Q2 		$696K Sell
6,321
-2,567
-29% -$254K 0.12% 82
2025
Q1 		$803K Buy
8,888
+2,567
+41% +$259K 0.16% 68
2024
Q4 		$647K Hold
6,321
– – 0.12% 76
2024
Q3 		$605K Sell
6,321
-51
-0.8% -$4.71K 0.12% 90
2024
Q2 		$590K Hold
6,372
– – 0.12% 84
2024
Q1 		$538K Sell
6,372
-39
-0.6% -$3.13K 0.12% 86
2023
Q4 		$481K Sell
6,411
-173
-3% -$12.3K 0.12% 89
2023
Q3 		$450K Sell
6,584
-248
-4% -$17.6K 0.12% 86
2023
Q2 		$482K Hold
6,832
– – 0.13% 78
2023
Q1 		$437K Hold
6,832
– – 0.14% 78
2022
Q4 		$400K Hold
6,832
– – 0.14% 70
2022
Q3 		$395K Hold
6,832
– – 0.14% 71
2022
Q2 		$412K Sell
6,832
-300
-4% -$19.9K 0.14% 72
2022
Q1 		$545K Buy
7,132
+557
+8% +$41.8K 0.17% 64
2021
Q4 		$550K Sell
6,575
-126
-2% -$10.2K 0.17% 67
2021
Q3 		$495K Sell
6,701
-132
-2% -$10.1K 0.17% 70
2021
Q2 		$497K Sell
6,833
-401
-6% -$27.8K 0.17% 71
2021
Q1 		$471K Sell
7,234
-23
-0.3% -$1.49K 0.17% 70
2020
Q4 		$463K Sell
7,257
-2,611
-26% -$158K 0.19% 65
2020
Q3 		$570K Buy
9,868
+20
+0.2% +$1.13K 0.32% 49
2020
Q2 		$511K Buy
9,848
+16
+0.2% +$767 0.33% 50
2020
Q1 		$455K Sell
9,832
-1,272
-11% -$60.2K 0.33% 52
2019
Q4 		$538K Buy
+11,104
New +$515K 0.35% 47

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Affinity Capital Advisors's IVW Position: Q2 2026 in Review

Affinity Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,697 shares worth $918K. The position accounts for 0.11% of the portfolio, ranked #78.

Affinity Capital Advisors first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Affinity Capital Advisors held 6,697 shares of iShares S&P 500 Growth ETF worth $918K as of Q2 2026.
  • Affinity Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Affinity Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • Affinity Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.