Fairway Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fairway 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	$458K	Sell	3,333 -1,192	-26%	-$157K	0.1%	50
2026 Q1	$512K	Hold	4,525	–	–	0.14%	51
2025 Q4	$558K	Buy	4,525 +442	+11%	+$54.1K	0.15%	45
2025 Q3	$493K	Buy	4,083 +425	+12%	+$48.9K	0.14%	45
2025 Q2	$403K	Hold	3,658	–	–	0.13%	43
2025 Q1	$340K	Sell	3,658 -1,000	-21%	-$101K	0.13%	44
2024 Q4	$473K	Buy	4,658 +1,000	+27%	+$99.8K	0.21%	39
2024 Q3	$350K	Hold	3,658	–	–	0.18%	38
2024 Q2	$339K	Hold	3,658	–	–	0.2%	36
2024 Q1	$309K	Buy	+3,658	New	+$294K	0.21%	36

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

Fairway Wealth's IVW Position: Q2 2026 in Review

Fairway Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q2 2026, selling an estimated $157K and leaving 3,333 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #50.

Fairway Wealth first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $558K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fairway Wealth held 3,333 shares of iShares S&P 500 Growth ETF worth $458K as of Q2 2026.
Fairway Wealth sold 1,192 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $157K.
iShares S&P 500 Growth ETF made up 0.1% of Fairway Wealth's portfolio in Q2 2026, its #50 holding.
Fairway Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Fairway Wealth's iShares S&P 500 Growth ETF position peaked at $558K in Q4 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.