C1AG
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Client 1st Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Client 1st 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 		$6.54M Buy
47,573
+2,091
+5% +$276K 1.71% 18
2026
Q1 		$5.14M Buy
45,482
+6,870
+18% +$826K 1.56% 18
2025
Q4 		$4.76M Buy
38,612
+2,346
+6% +$287K 1.49% 16
2025
Q3 		$4.38M Buy
36,266
+4,206
+13% +$484K 1.45% 17
2025
Q2 		$3.53M Buy
32,060
+1,753
+6% +$174K 1.28% 16
2025
Q1 		$2.81M Buy
30,307
+2,368
+8% +$239K 1.09% 18
2024
Q4 		$2.84M Buy
27,939
+6,705
+32% +$669K 1.09% 19
2024
Q3 		$2.03M Buy
21,234
+6,785
+47% +$626K 0.81% 19
2024
Q2 		$1.34M Buy
14,449
+9,933
+220% +$856K 0.58% 29
2024
Q1 		$381K Buy
4,516
+1,194
+36% +$95.9K 0.17% 70
2023
Q4 		$249K Sell
3,322
-218
-6% -$15.5K 0.12% 94
2023
Q3 		$242K Buy
+3,540
New +$251K 0.13% 88

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
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

Client 1st Advisory Group's IVW Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 4.6% in Q2 2026, buying an estimated $276K and bringing the position to 47,573 shares worth $6.54M. The position accounts for 1.71% of the portfolio, ranked #18.

Client 1st Advisory Group first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Client 1st Advisory Group held 47,573 shares of iShares S&P 500 Growth ETF worth $6.54M as of Q2 2026.
  • Client 1st Advisory Group bought 2,091 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $276K.
  • iShares S&P 500 Growth ETF made up 1.71% of Client 1st Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Client 1st Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.