Armis Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Armis Advisers’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	$1.64M	Sell	11,951 -131	-1%	-$17.3K	0.15%	113
2026 Q1	$1.66M	Sell	12,082 -1,005	-8%	-$121K	0.16%	102
2025 Q4	$1.49M	Sell	13,087 -15,069	-54%	-$1.84M	0.17%	98
2025 Q3	$3.44M	Sell	28,156 -3,154	-10%	-$363K	0.31%	57
2025 Q2	$3.46M	Buy	31,310 +8,633	+38%	+$854K	0.27%	80
2025 Q1	$2.11M	Sell	22,677 -5,785	-20%	-$583K	0.2%	100
2024 Q4	$2.89M	Buy	+28,462	New	+$2.84M	0.35%	67

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

Armis Advisers's IVW Position: Q2 2026 in Review

Armis Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $17.3K and leaving 11,951 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #113.

Armis Advisers first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q2 2025. 432 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Armis Advisers held 11,951 shares of iShares S&P 500 Growth ETF worth $1.64M as of Q2 2026.
Armis Advisers sold 131 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.3K.
iShares S&P 500 Growth ETF made up 0.15% of Armis Advisers's portfolio in Q2 2026, its #113 holding.
Armis Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares S&P 500 Growth ETF position peaked at $3.46M in Q2 2025.
432 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.