FAS Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.4M | Sell |
170,400
-1,431
| -0.8% | -$189K | 1.22% | 17 |
|
|
2026
Q1 | $19.4M | Sell |
171,831
-6,564
| -4% | -$789K | 1.21% | 14 |
|
|
2025
Q4 | $22M | Sell |
178,395
-1,913
| -1% | -$234K | 1.42% | 14 |
|
|
2025
Q3 | $21.8M | Sell |
180,308
-1,825
| -1% | -$210K | 1.47% | 15 |
|
|
2025
Q2 | $20.1M | Buy |
182,133
+942
| +0.5% | +$93.2K | 1.48% | 15 |
|
|
2025
Q1 | $16.8M | Sell |
181,191
-7,225
| -4% | -$728K | 1.37% | 14 |
|
|
2024
Q4 | $19.1M | Sell |
188,416
-3,342
| -2% | -$333K | 1.61% | 11 |
|
|
2024
Q3 | $18.4M | Sell |
191,758
-4,671
| -2% | -$431K | 1.46% | 12 |
|
|
2024
Q2 | $18.2M | Sell |
196,429
-5,450
| -3% | -$470K | 1.57% | 11 |
|
|
2024
Q1 | $17M | Sell |
201,879
-5,096
| -2% | -$409K | 1.51% | 12 |
|
|
2023
Q4 | $15.5M | Sell |
206,975
-4,134
| -2% | -$294K | 1.48% | 14 |
|
|
2023
Q3 | $14.4M | Sell |
211,109
-7,000
| -3% | -$495K | 1.54% | 14 |
|
|
2023
Q2 | $15.4M | Sell |
218,109
-4,587
| -2% | -$303K | 1.94% | 10 |
|
|
2023
Q1 | $14.2M | Sell |
222,696
-8,803
| -4% | -$538K | 1.54% | 14 |
|
|
2022
Q4 | $13.5M | Buy |
231,499
+8,614
| +4% | +$517K | 1.53% | 14 |
|
|
2022
Q3 | $12.9M | Sell |
222,885
-8,127
| -4% | -$528K | 1.43% | 13 |
|
|
2022
Q2 | $13.9M | Buy |
231,012
+8,463
| +4% | +$560K | 1.47% | 12 |
|
|
2022
Q1 | $17M | Buy |
222,549
+3,510
| +2% | +$264K | 1.6% | 12 |
|
|
2021
Q4 | $18.3M | Sell |
219,039
-9,341
| -4% | -$753K | 1.68% | 12 |
|
|
2021
Q3 | $16.9M | Sell |
228,380
-3,525
| -2% | -$269K | 1.58% | 14 |
|
|
2021
Q2 | $16.9M | Sell |
231,905
-3,967
| -2% | -$275K | 1.58% | 13 |
|
|
2021
Q1 | $15.4M | Sell |
235,872
-2,518
| -1% | -$163K | 1.6% | 13 |
|
|
2020
Q4 | $15.2M | Sell |
238,390
-43,082
| -15% | -$2.61M | 1.73% | 14 |
|
|
2020
Q3 | $16.3M | Sell |
281,472
-17,712
| -6% | -$1M | 2.22% | 9 |
|
|
2020
Q2 | $15.5M | Buy |
299,184
+204
| +0.1% | +$9.78K | 2.29% | 9 |
|
|
2020
Q1 | $12.3M | Sell |
298,980
-15,588
| -5% | -$737K | 2.16% | 10 |
|
|
2019
Q4 | $15.2M | Buy |
314,568
+3,404
| +1% | +$158K | 2.56% | 8 |
|
|
2019
Q3 | $14M | Sell |
311,164
-2,648
| -0.8% | -$120K | 2.54% | 8 |
|
|
2019
Q2 | $14.1M | Buy |
313,812
+4,028
| +1% | +$177K | 2.62% | 8 |
|
|
2019
Q1 | $13.3M | Buy |
309,784
+1,060
| +0.3% | +$43.4K | 2.61% | 8 |
|
|
2018
Q4 | $11.6M | Buy |
308,724
+23,976
| +8% | +$970K | 2.66% | 8 |
|
|
2018
Q3 | $12.6M | Buy |
284,748
+6,088
| +2% | +$262K | 2.87% | 7 |
|
|
2018
Q2 | $11.3M | Sell |
278,660
-13,372
| -5% | -$537K | 3.04% | 6 |
|
|
2018
Q1 | $11.3M | Sell |
292,032
-423,652
| -59% | -$16.9M | 3.26% | 5 |
|
|
2017
Q4 | $27.3M | Buy |
715,684
+9,184
| +1% | +$343K | 7.18% | 2 |
|
|
2017
Q3 | $25.3M | Buy |
706,500
+7,948
| +1% | +$280K | 7.07% | 2 |
|
|
2017
Q2 | $23.9M | Buy |
698,552
+13,204
| +2% | +$448K | 7.12% | 2 |
|
|
2017
Q1 | $22.5M | Buy |
685,348
+109,560
| +19% | +$3.52M | 6.96% | 2 |
|
|
2016
Q4 | $17.5M | Buy |
575,788
+34,500
| +6% | +$1.04M | 5.2% | 6 |
|
|
2016
Q3 | $16.5M | Buy |
541,288
+114,408
| +27% | +$3.47M | 5.39% | 4 |
|
|
2016
Q2 | $12.4M | Buy |
426,880
+87,600
| +26% | +$2.54M | 4.59% | 5 |
|
|
2016
Q1 | $9.83M | Buy |
339,280
+12,692
| +4% | +$349K | 5.05% | 4 |
|
|
2015
Q4 | $9.46M | Buy |
326,588
+4,904
| +2% | +$143K | 4.73% | 4 |
|
|
2015
Q3 | $8.67M | Sell |
321,684
-36,428
| -10% | -$1.04M | 4.99% | 4 |
|
|
2015
Q2 | $10.2M | Buy |
358,112
+32,768
| +10% | +$950K | 5.1% | 6 |
|
|
2015
Q1 | $9.27M | Buy |
325,344
+2,380
| +0.7% | +$67.6K | 4.73% | 6 |
|
|
2014
Q4 | $9.01M | Sell |
322,964
-4,696
| -1% | -$128K | 4.76% | 6 |
|
|
2014
Q3 | $8.75M | Buy |
327,660
+11,264
| +4% | +$300K | 5.02% | 6 |
|
|
2014
Q2 | $8.32M | Buy |
316,396
+300,796
| +1,928% | +$7.63M | 4.79% | 6 |
|
|
2014
Q1 | $389K | Buy |
+15,600
| New | +$385K | 0.26% | 40 |
|
Other funds holding IVW
FAS Wealth Partners's IVW Position: Q2 2026 in Review
FAS Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.83% in Q2 2026, selling an estimated $189K and leaving 170,400 shares worth $23.4M. The position accounts for 1.22% of the portfolio, ranked #17.
FAS Wealth Partners first reported a position in IVW in Q1 2014 and has held it in 50 quarters since. The position peaked at $27.3M in Q4 2017. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- FAS Wealth Partners held 170,400 shares of iShares S&P 500 Growth ETF worth $23.4M as of Q2 2026.
- FAS Wealth Partners sold 1,431 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $189K.
- iShares S&P 500 Growth ETF made up 1.22% of FAS Wealth Partners's portfolio in Q2 2026, its #17 holding.
- FAS Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 50 quarters since.
- FAS Wealth Partners's iShares S&P 500 Growth ETF position peaked at $27.3M in Q4 2017.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.