FFA
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Farther Finance Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Farther Finance 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
Q3 		$47.3M Buy
332,750
+3,192
+1% +$443K 0.33% 53
2026
Q2 		$45.3M Sell
329,558
-3,029
-0.9% -$400K 0.35% 52
2026
Q1 		$38.1M Sell
332,587
-53,940
-14% -$6.49M 0.36% 53
2025
Q4 		$47.6M Buy
386,527
+93,161
+32% +$11.4M 0.51% 34
2025
Q3 		$35.4M Buy
293,366
+86,856
+42% +$9.99M 0.53% 33
2025
Q2 		$22.7M Sell
206,510
-162,221
-44% -$16.1M 0.45% 35
2025
Q1 		$34.5M Buy
368,731
+91,410
+33% +$9.22M 0.88% 16
2024
Q4 		$28.2M Buy
277,321
+36,356
+15% +$3.63M 1.02% 14
2024
Q3 		$23.1M Buy
240,965
+45,535
+23% +$4.2M 0.87% 15
2024
Q2 		$18.2M Buy
195,430
+88,754
+83% +$7.65M 0.88% 16
2024
Q1 		$9.02M Buy
106,676
+57,429
+117% +$4.61M 0.55% 33
2023
Q4 		$3.7M Buy
49,247
+16,827
+52% +$1.2M 0.27% 76
2023
Q3 		$2.22M Buy
32,420
+25,601
+375% +$1.81M 0.35% 56
2023
Q2 		$481K Buy
6,819
+5,816
+580% +$384K 0.11% 166
2023
Q1 		$64.1K Buy
1,003
+116
+13% +$7.09K 0.02% 534
2022
Q4 		$51.9K Buy
+887
New +$53.3K 0.02% 474

Other funds holding IVW

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Farther Finance Advisors's IVW Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.97% in Q3 2026, buying an estimated $443K and bringing the position to 332,750 shares worth $47.3M. The position accounts for 0.33% of the portfolio, ranked #53.

Farther Finance Advisors first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. The position peaked at $47.6M in Q4 2025. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Farther Finance Advisors held 332,750 shares of iShares S&P 500 Growth ETF worth $47.3M as of Q3 2026.
  • Farther Finance Advisors bought 3,192 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $443K.
  • iShares S&P 500 Growth ETF made up 0.33% of Farther Finance Advisors's portfolio in Q3 2026, its #53 holding.
  • Farther Finance Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares S&P 500 Growth ETF position peaked at $47.6M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.