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CFS Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

CFS Investment Advisory Services’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 		$22.1M Sell
163,210
-4,415
-3% -$583K 1.47% 12
2026
Q1 		$21.5M Sell
167,625
-4,895
-3% -$589K 1.48% 13
2025
Q4 		$21.3M Buy
172,520
+2,864
+2% +$351K 1.55% 12
2025
Q3 		$20.8M Sell
169,656
-10,363
-6% -$1.19M 1.54% 13
2025
Q2 		$19.8M Sell
180,019
-15,693
-8% -$1.55M 1.62% 10
2025
Q1 		$18.2M Buy
195,712
+7,344
+4% +$740K 1.62% 12
2024
Q4 		$19.1M Sell
188,368
-12,284
-6% -$1.23M 1.71% 12
2024
Q3 		$19.2M Sell
200,652
-3,595
-2% -$332K 1.61% 13
2024
Q2 		$18.9M Buy
+204,247
New +$17.6M 1.53% 15
2023
Q3 		– Sell
-10,747
Closed -$757K – 200
2023
Q2 		$757K Buy
+10,747
New +$710K 0.1% 136
2022
Q3 		– Sell
-12,039
Closed -$727K – 298
2022
Q2 		$727K Sell
12,039
-1,304,604
-99% -$86.3M 0.11% 145
2022
Q1 		$17K Buy
1,316,643
+1,302,775
+9,394% +$97.9M 0.07% 124
2021
Q4 		$1.06M Buy
13,868
+5,807
+72% +$468K 0.14% 135
2021
Q3 		$596K Buy
+8,061
New +$614K 0.08% 149

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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 Investment Advisory Services's IVW Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, selling an estimated $583K and leaving 163,210 shares worth $22.1M. The position accounts for 1.47% of the portfolio, ranked #12.

CFS Investment Advisory Services first reported a position in IVW in Q3 2021 and has held it in 14 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CFS Investment Advisory Services held 163,210 shares of iShares S&P 500 Growth ETF worth $22.1M as of Q2 2026.
  • CFS Investment Advisory Services sold 4,415 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $583K.
  • iShares S&P 500 Growth ETF made up 1.47% of CFS Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
  • CFS Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 14 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.