Blackston Financial Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blackston Financial Advisory Group’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	$645K	Sell	4,689 -111	-2%	-$14.7K	0.36%	41
2026 Q1	$543K	Sell	4,800 -63	-1%	-$7.58K	0.34%	42
2025 Q4	$599K	Buy	4,863 +113	+2%	+$13.8K	0.36%	42
2025 Q3	$573K	Sell	4,750 -43	-0.9%	-$4.95K	0.34%	45
2025 Q2	$528K	Sell	4,793 -1,724	-26%	-$171K	0.33%	44
2025 Q1	$605K	Sell	6,517 -307	-4%	-$30.9K	0.41%	38
2024 Q4	$693K	Sell	6,824 -328	-5%	-$32.7K	0.35%	49
2024 Q3	$685K	Buy	+7,152	New	+$660K	0.35%	46
2024 Q2	–	Sell	-21,328	Closed	-$1.8M	–	86
2024 Q1	$1.8M	Sell	21,328 -4,231	-17%	-$340K	1.2%	17
2023 Q4	$1.92M	Buy	25,559 +6,016	+31%	+$428K	1.22%	17
2023 Q3	$1.34M	Sell	19,543 -1,967	-9%	-$139K	0.93%	17
2023 Q2	$1.52M	Buy	21,510 +9,704	+82%	+$642K	1.09%	17
2023 Q1	$754K	Sell	11,806 -1,319	-10%	-$80.6K	0.56%	24
2022 Q4	$768K	Sell	13,125 -920	-7%	-$55.2K	0.56%	29
2022 Q3	$848K	Sell	14,045 -586	-4%	-$38.1K	0.6%	25
2022 Q2	$926K	Sell	14,631 -1,743	-11%	-$115K	0.61%	25
2022 Q1	$1.21M	Sell	16,374 -5,843	-26%	-$439K	0.79%	23
2021 Q4	$1.86M	Buy	+22,217	New	+$1.79M	1.08%	20

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

Blackston Financial Advisory Group's IVW Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $14.7K and leaving 4,689 shares worth $645K. The position accounts for 0.36% of the portfolio, ranked #41.

Blackston Financial Advisory Group first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.92M in Q4 2023. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Blackston Financial Advisory Group held 4,689 shares of iShares S&P 500 Growth ETF worth $645K as of Q2 2026.
Blackston Financial Advisory Group sold 111 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $14.7K.
iShares S&P 500 Growth ETF made up 0.36% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #41 holding.
Blackston Financial Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Blackston Financial Advisory Group's iShares S&P 500 Growth ETF position peaked at $1.92M in Q4 2023.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.