Archford Capital Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Archford Capital Strategies’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	$1.39M	Hold	10,094	–	–	0.14%	131
2026 Q1	$1.14M	Hold	10,094	–	–	0.13%	154
2025 Q4	$1.24M	Hold	10,094	–	–	0.15%	138
2025 Q3	$1.22M	Sell	10,094 -1	-0%	-$115	0.15%	142
2025 Q2	$1.11M	Hold	10,095	–	–	0.14%	138
2025 Q1	$937K	Buy	+10,095	New	+$1.02M	0.14%	146
2017 Q2	–	Sell	-696	Closed	-$23K	–	401
2017 Q1	$23K	Hold	696	–	–	0.01%	351
2016 Q4	$21K	Hold	696	–	–	0.01%	318
2016 Q3	$21K	Hold	696	–	–	0.01%	323
2016 Q2	$20K	Buy	+696	New	+$20.2K	0.01%	331
2014 Q3	–	Sell	-288	Closed	-$7.57K	–	767
2014 Q2	$7.57K	Sell	288 -484	-63%	-$12.3K	0.01%	457
2014 Q1	$19.3K	Buy	+772	New	+$19.1K	0.02%	330

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

Archford Capital Strategies's IVW Position: Q2 2026 in Review

Archford Capital Strategies held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,094 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #131.

Archford Capital Strategies first reported a position in IVW in Q1 2014 and has held it in 12 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Archford Capital Strategies held 10,094 shares of iShares S&P 500 Growth ETF worth $1.39M as of Q2 2026.
Archford Capital Strategies left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.14% of Archford Capital Strategies's portfolio in Q2 2026, its #131 holding.
Archford Capital Strategies first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 12 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.