American Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

American Financial 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	$1.11M	Sell	8,065 -58	-0.7%	-$7.66K	0.13%	66
2026 Q1	$919K	Sell	8,123 -139	-2%	-$16.7K	0.12%	66
2025 Q4	$1.02M	Sell	8,262 -191	-2%	-$23.4K	0.13%	65
2025 Q3	$1.02M	Sell	8,453 -375	-4%	-$43.1K	0.13%	67
2025 Q2	$972K	Buy	8,828 +76	+0.9%	+$7.52K	0.14%	65
2025 Q1	$812K	Sell	8,752 -60	-0.7%	-$6.05K	0.12%	62
2024 Q4	$895K	Buy	8,812 +5	+0.1%	+$499	0.13%	59
2024 Q3	$843K	Sell	8,807 -497	-5%	-$45.9K	0.12%	63
2024 Q2	$861K	Buy	9,304 +3	+0%	+$259	0.12%	61
2024 Q1	$785K	Sell	9,301 -138	-1%	-$11.1K	0.11%	68
2023 Q4	$709K	Buy	9,439 +9	+0.1%	+$641	0.1%	68
2023 Q3	$645K	Sell	9,430 -78	-0.8%	-$5.52K	0.1%	70
2023 Q2	$670K	Buy	9,508 +8	+0.1%	+$529	0.1%	70
2023 Q1	$607K	Sell	9,500 -86	-0.9%	-$5.26K	0.1%	75
2022 Q4	$561K	Sell	9,586 -144	-1%	-$8.65K	0.1%	74
2022 Q3	$563K	Hold	9,730	–	–	0.1%	69
2022 Q2	$587K	Sell	9,730 -319	-3%	-$21.1K	0.16%	45
2022 Q1	$768K	Buy	10,049 +18	+0.2%	+$1.35K	0.11%	69
2021 Q4	$839K	Sell	10,031 -404	-4%	-$32.5K	0.11%	66
2021 Q3	$771K	Sell	10,435 -200	-2%	-$15.2K	0.1%	68
2021 Q2	$773K	Sell	10,635 -2,124	-17%	-$147K	0.11%	69
2021 Q1	$831K	Sell	12,759 -147	-1%	-$9.5K	0.12%	64
2020 Q4	$824K	Sell	12,906 -106	-0.8%	-$6.43K	0.12%	63
2020 Q3	$752K	Buy	13,012 +720	+6%	+$40.8K	0.12%	59
2020 Q2	$662K	Buy	12,292 +124	+1%	+$5.94K	0.11%	58
2020 Q1	$563K	Sell	12,168 -480	-4%	-$22.7K	0.1%	59
2019 Q4	$567K	Sell	12,648 -1,756	-12%	-$81.4K	0.1%	56
2019 Q3	$648K	Sell	14,404 -796	-5%	-$36K	0.12%	53
2019 Q2	$681K	Sell	15,200 -88	-0.6%	-$3.87K	0.13%	55
2019 Q1	$658K	Sell	15,288 -11,024	-42%	-$452K	0.13%	55
2018 Q4	$991K	Buy	+26,312	New	+$1.06M	0.22%	48

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Financial Advisors's IVW Position: Q2 2026 in Review

American Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.71% in Q2 2026, selling an estimated $7.66K and leaving 8,065 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #66.

American Financial Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

American Financial Advisors held 8,065 shares of iShares S&P 500 Growth ETF worth $1.11M as of Q2 2026.
American Financial Advisors sold 58 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.66K.
iShares S&P 500 Growth ETF made up 0.13% of American Financial Advisors's portfolio in Q2 2026, its #66 holding.
American Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.