FG
IVW icon

Fairman Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fairman 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 		$530K Buy
3,857
+140
+4% +$18.5K 0.42% 33
2026
Q1 		$420K Buy
3,717
+251
+7% +$30.2K 0.36% 36
2025
Q4 		$427K Buy
+3,466
New +$424K 0.34% 36

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fairman Group's IVW Position: Q2 2026 in Review

Fairman Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,857 shares worth $530K. The position accounts for 0.42% of the portfolio, ranked #33.

Fairman Group first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,445 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fairman Group held 3,857 shares of iShares S&P 500 Growth ETF worth $530K as of Q2 2026.
  • Fairman Group bought 140 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.5K.
  • iShares S&P 500 Growth ETF made up 0.42% of Fairman Group's portfolio in Q2 2026, its #33 holding.
  • Fairman Group first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,445 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.