FPW
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Fairvoy Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fairvoy Private Wealth’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 		$3.65M Sell
26,569
-13,020
-33% -$1.72M 0.74% 37
2026
Q1 		$4.48M Buy
39,589
+18,750
+90% +$2.26M 1.07% 28
2025
Q4 		$2.57M Sell
20,839
-289
-1% -$35.4K 0.58% 48
2025
Q3 		$2.55M Sell
21,128
-14
-0.1% -$1.61K 0.58% 43
2025
Q2 		$2.33M Hold
21,142
– – 0.58% 50
2025
Q1 		$1.96M Sell
21,142
-2,075
-9% -$209K 0.54% 53
2024
Q4 		$2.36M Buy
+23,217
New +$2.32M 0.63% 48

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

Fairvoy Private Wealth's IVW Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q2 2026, selling an estimated $1.72M and leaving 26,569 shares worth $3.65M. The position accounts for 0.74% of the portfolio, ranked #37.

Fairvoy Private Wealth first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.48M in Q1 2026. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fairvoy Private Wealth held 26,569 shares of iShares S&P 500 Growth ETF worth $3.65M as of Q2 2026.
  • Fairvoy Private Wealth sold 13,020 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72M.
  • iShares S&P 500 Growth ETF made up 0.74% of Fairvoy Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Fairvoy Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's iShares S&P 500 Growth ETF position peaked at $4.48M in Q1 2026.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.