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

Community Financial Services 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 		$61.3K Sell
448
-2,128
-83% -$281K 0.01% 216
2026
Q1 		$295K Sell
2,576
-100
-4% -$12K 0.05% 99
2025
Q4 		$330K Hold
2,676
– – 0.06% 83
2025
Q3 		$323K Hold
2,676
– – 0.06% 84
2025
Q2 		$295K Hold
2,676
– – 0.06% 85
2025
Q1 		$248K Sell
2,676
-750
-22% -$75.6K 0.05% 92
2024
Q4 		$348K Hold
3,426
– – 0.07% 100
2024
Q3 		$328K Sell
3,426
-562
-14% -$51.9K 0.07% 105
2024
Q2 		$369K Hold
3,988
– – 0.08% 103
2024
Q1 		$337K Buy
+3,988
New +$320K 0.08% 121

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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Community Financial Services Group's IVW Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 83% in Q2 2026, selling an estimated $281K and leaving 448 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #216.

Community Financial Services Group first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $369K in Q2 2024. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Community Financial Services Group held 448 shares of iShares S&P 500 Growth ETF worth $61.3K as of Q2 2026.
  • Community Financial Services Group sold 2,128 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $281K.
  • iShares S&P 500 Growth ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #216 holding.
  • Community Financial Services Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Community Financial Services Group's iShares S&P 500 Growth ETF position peaked at $369K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.