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CFM Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

CFM Wealth Partners’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 		$1.5M Sell
10,902
-188
-2% -$24.8K 0.19% 73
2026
Q1 		$1.25M Buy
11,090
+68
+0.6% +$8.18K 0.19% 71
2025
Q4 		$1.36M Sell
11,022
-501
-4% -$61.3K 0.2% 65
2025
Q3 		$1.39M Sell
11,523
-76
-0.7% -$8.74K 0.2% 66
2025
Q2 		$1.28M Sell
11,599
-220
-2% -$21.8K 0.2% 69
2025
Q1 		$1.1M Sell
11,819
-26
-0.2% -$2.62K 0.19% 78
2024
Q4 		$1.2M Buy
11,845
+731
+7% +$72.9K 0.2% 71
2024
Q3 		$1.06M Buy
11,114
+321
+3% +$29.6K 0.19% 78
2024
Q2 		$999K Buy
10,793
+312
+3% +$26.9K 0.18% 77
2024
Q1 		$885K Sell
10,481
-296
-3% -$23.8K 0.18% 79
2023
Q4 		$809K Buy
10,777
+252
+2% +$17.9K 0.18% 87
2023
Q3 		$720K Sell
10,525
-565
-5% -$40K 0.19% 82
2023
Q2 		$782K Buy
11,090
+268
+2% +$17.7K 0.19% 86
2023
Q1 		$691K Sell
10,822
-2,166
-17% -$132K 0.19% 90
2022
Q4 		$760K Sell
12,988
-209
-2% -$12.6K 0.23% 84
2022
Q3 		$763K Buy
13,197
+4,128
+46% +$268K 0.24% 83
2022
Q2 		$547K Buy
+9,069
New +$600K 0.16% 101
2020
Q3 		– Sell
-1,236
Closed -$64K – 311
2020
Q2 		$64K Sell
1,236
-664
-35% -$31.8K 0.02% 250
2020
Q1 		$78K Hold
1,900
– – 0.04% 220
2019
Q4 		$96K Buy
+1,900
New +$88.1K 0.04% 215

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CFM Wealth Partners's IVW Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $24.8K and leaving 10,902 shares worth $1.5M. The position accounts for 0.19% of the portfolio, ranked #73.

CFM Wealth Partners first reported a position in IVW in Q4 2019 and has held it in 20 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CFM Wealth Partners held 10,902 shares of iShares S&P 500 Growth ETF worth $1.5M as of Q2 2026.
  • CFM Wealth Partners sold 188 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $24.8K.
  • iShares S&P 500 Growth ETF made up 0.19% of CFM Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • CFM Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.