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Faithward Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Faithward Advisors’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 		$6.04M Buy
43,946
+526
+1% +$69.5K 0.74% 36
2026
Q1 		$4.91M Buy
43,420
+2,755
+7% +$331K 0.7% 42
2025
Q4 		$5.01M Buy
40,665
+1,337
+3% +$164K 0.73% 36
2025
Q3 		$4.75M Buy
39,328
+494
+1% +$56.8K 0.71% 36
2025
Q2 		$4.28M Buy
38,834
+1,329
+4% +$132K 0.66% 41
2025
Q1 		$3.48M Buy
37,505
+4,102
+12% +$414K 0.61% 48
2024
Q4 		$3.39M Buy
33,403
+4,452
+15% +$444K 0.58% 51
2024
Q3 		$2.77M Buy
28,951
+599
+2% +$55.3K 0.48% 62
2024
Q2 		$2.62M Buy
+28,352
New +$2.44M 0.47% 63
2024
Q1 		– Sell
-838
Closed -$67.2K – 277
2023
Q4 		$67.2K Buy
838
+38
+5% +$2.71K 0.01% 186
2023
Q3 		$56.6K Hold
800
– – 0.01% 182
2023
Q2 		$56.3K Sell
800
-12
-1% -$793 0.01% 191
2023
Q1 		$52.7K Buy
812
+12
+2% +$734 0.01% 224
2022
Q4 		$46.8K Hold
800
– – 0.01% 179
2022
Q3 		$46K Sell
800
-1,571
-66% -$102K 0.01% 166
2022
Q2 		$143K Buy
2,371
+1,571
+196% +$104K 0.03% 155
2022
Q1 		$61K Hold
800
– – 0.01% 194
2021
Q4 		$67K Sell
800
-100
-11% -$8.06K 0.01% 191
2021
Q3 		$67K Buy
900
+100
+13% +$7.62K 0.01% 199
2021
Q2 		$58K Hold
800
– – 0.01% 198
2021
Q1 		$52K Buy
+800
New +$51.7K 0.01% 187
2020
Q4 		– Sell
-1,000
Closed -$58K – 170
2020
Q3 		$58K Hold
1,000
– – 0.01% 155
2020
Q2 		$52K Hold
1,000
– – 0.01% 157
2020
Q1 		$41K Hold
1,000
– – 0.01% 185
2019
Q4 		$48K Buy
+1,000
New +$46.4K 0.01% 186

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Faithward Advisors's IVW Position: Q2 2026 in Review

Faithward Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, buying an estimated $69.5K and bringing the position to 43,946 shares worth $6.04M. The position accounts for 0.74% of the portfolio, ranked #36.

Faithward Advisors first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Faithward Advisors held 43,946 shares of iShares S&P 500 Growth ETF worth $6.04M as of Q2 2026.
  • Faithward Advisors bought 526 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $69.5K.
  • iShares S&P 500 Growth ETF made up 0.74% of Faithward Advisors's portfolio in Q2 2026, its #36 holding.
  • Faithward Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.