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Commonwealth Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Commonwealth Financial 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 		$3.64M Sell
26,503
-273
-1% -$36K 0.49% 45
2026
Q1 		$3.03M Sell
26,776
-8,197
-23% -$986K 0.48% 43
2025
Q4 		$4.31M Sell
34,973
-1,864
-5% -$228K 0.71% 36
2025
Q3 		$4.45M Buy
36,837
+6,510
+21% +$749K 0.76% 36
2025
Q2 		$3.34M Sell
30,327
-91,091
-75% -$9.02M 0.64% 38
2025
Q1 		$11.3M Sell
121,418
-6,741
-5% -$680K 2.31% 8
2024
Q4 		$13M Sell
128,159
-8,779
-6% -$876K 2.55% 8
2024
Q3 		$12.9M Sell
136,938
-4,663
-3% -$431K 2.55% 8
2024
Q2 		$13.6M Buy
141,601
+85,824
+154% +$7.4M 2.79% 8
2024
Q1 		$4.19M Hold
55,777
– – 0.99% 29
2023
Q4 		$4.19M Buy
55,777
+33,481
+150% +$2.38M 0.99% 29
2023
Q3 		$1.53M Buy
+22,296
New +$1.58M 0.45% 47
2017
Q1 		$9.54M Buy
+290,920
New +$9.33M 10.4% 5
2016
Q1 		– Sell
-54,344
Closed -$1.57M – 235
2015
Q4 		$1.57M Buy
54,344
+16,048
+42% +$467K 5.34% 4
2015
Q3 		$1.03M Buy
38,296
+37,892
+9,379% +$1.08M 1.2% 7
2015
Q2 		$11K Sell
404
-160
-28% -$4.64K 0.01% 167
2015
Q1 		$16K Sell
564
-32,100
-98% -$911K 0.01% 152
2014
Q4 		$911K Buy
+32,664
New +$892K 0.82% 11

Other funds holding IVW

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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Commonwealth Financial Services's IVW Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $36K and leaving 26,503 shares worth $3.64M. The position accounts for 0.49% of the portfolio, ranked #45.

Commonwealth Financial Services first reported a position in IVW in Q4 2014 and has held it in 18 quarters since. The position peaked at $13.6M in Q2 2024. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Commonwealth Financial Services held 26,503 shares of iShares S&P 500 Growth ETF worth $3.64M as of Q2 2026.
  • Commonwealth Financial Services sold 273 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $36K.
  • iShares S&P 500 Growth ETF made up 0.49% of Commonwealth Financial Services's portfolio in Q2 2026, its #45 holding.
  • Commonwealth Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 18 quarters since.
  • Commonwealth Financial Services's iShares S&P 500 Growth ETF position peaked at $13.6M in Q2 2024.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.