Colton Groome Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Colton Groome Financial Advisors’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	$755K	Hold	5,493	–	–	0.18%	75
2026 Q1	$621K	Sell	5,493 -563	-9%	-$67.7K	0.18%	75
2025 Q4	$746K	Sell	6,056 -61	-1%	-$7.47K	0.21%	68
2025 Q3	$738K	Sell	6,117 -130	-2%	-$15K	0.23%	66
2025 Q2	$688K	Buy	6,247 +225	+4%	+$22.3K	0.23%	65
2025 Q1	$570K	Sell	6,022 -342	-5%	-$34.5K	0.22%	62
2024 Q4	$646K	Hold	6,364	–	–	0.25%	58
2024 Q3	$609K	Sell	6,364 -575	-8%	-$53.1K	0.23%	65
2024 Q2	$642K	Sell	6,939 -233	-3%	-$20.1K	0.25%	59
2024 Q1	$606K	Sell	7,172 -569	-7%	-$45.7K	0.24%	60
2023 Q4	$581K	Sell	7,741 -131	-2%	-$9.32K	0.25%	63
2023 Q3	$539K	Sell	7,872 -115	-1%	-$8.14K	0.27%	65
2023 Q2	$563K	Sell	7,987 -50	-0.6%	-$3.31K	0.26%	70
2023 Q1	$513K	Sell	8,037 -69	-0.9%	-$4.22K	0.24%	75
2022 Q4	$474K	Sell	8,106 -3,778	-32%	-$227K	0.23%	70
2022 Q3	$687K	Sell	11,884 -67	-0.6%	-$4.35K	0.35%	50
2022 Q2	$721K	Buy	11,951 +2,611	+28%	+$173K	0.36%	42
2022 Q1	$713K	Sell	9,340 -1,668	-15%	-$125K	0.33%	48
2021 Q4	$921K	Sell	11,008 -318	-3%	-$25.6K	0.37%	52
2021 Q3	$837K	Sell	11,326 -43	-0.4%	-$3.28K	0.36%	45
2021 Q2	$827K	Sell	11,369 -748	-6%	-$51.8K	0.38%	46
2021 Q1	$789K	Sell	12,117 -1,080	-8%	-$69.8K	0.44%	32
2020 Q4	$842K	Sell	13,197 -7,851	-37%	-$476K	0.54%	33
2020 Q3	$1.22M	Sell	21,048 -5,400	-20%	-$306K	0.85%	24
2020 Q2	$1.37M	Sell	26,448 -368	-1%	-$17.6K	1%	24
2020 Q1	$1.11M	Sell	26,816 -316	-1%	-$14.9K	0.92%	20
2019 Q4	$1.31M	Sell	27,132 -1,480	-5%	-$68.6K	0.94%	24
2019 Q3	$1.32M	Sell	28,612 -1,624	-5%	-$73.5K	0.98%	25
2019 Q2	$1.35M	Buy	+30,236	New	+$1.33M	1.09%	15

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

Colton Groome Financial Advisors's IVW Position: Q2 2026 in Review

Colton Groome Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,493 shares worth $755K. The position accounts for 0.18% of the portfolio, ranked #75.

Colton Groome Financial Advisors first reported a position in IVW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.37M in Q2 2020. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Colton Groome Financial Advisors held 5,493 shares of iShares S&P 500 Growth ETF worth $755K as of Q2 2026.
Colton Groome Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.18% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #75 holding.
Colton Groome Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
Colton Groome Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.37M in Q2 2020.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.