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 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

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

Farther Finance Advisors's IVW Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.91% in Q2 2026, selling an estimated $400K and leaving 329,558 shares worth $45.3M. The position accounts for 0.35% of the portfolio, ranked #52.

Farther Finance Advisors first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $47.6M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Farther Finance Advisors held 329,558 shares of iShares S&P 500 Growth ETF worth $45.3M as of Q2 2026.
Farther Finance Advisors sold 3,029 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $400K.
iShares S&P 500 Growth ETF made up 0.35% of Farther Finance Advisors's portfolio in Q2 2026, its #52 holding.
Farther Finance Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares S&P 500 Growth ETF position peaked at $47.6M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.