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Fedenia Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fedenia Advisers’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 		$1.01M Sell
7,347
-321
-4% -$42.4K 0.24% 58
2026
Q1 		$867K Sell
7,668
-7,390
-49% -$889K 0.64% 26
2025
Q4 		$1.86M Buy
15,058
+990
+7% +$121K 0.71% 39
2025
Q3 		$1.7M Buy
14,068
+1,143
+9% +$131K 0.67% 44
2025
Q2 		$1.42M Sell
12,925
-1,152
-8% -$114K 0.67% 40
2025
Q1 		$1.31M Sell
14,077
-294
-2% -$29.6K 0.85% 25
2024
Q4 		$1.46M Buy
+14,371
New +$1.43M 0.86% 25

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Fedenia Advisers's IVW Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q2 2026, selling an estimated $42.4K and leaving 7,347 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #58.

Fedenia Advisers first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fedenia Advisers held 7,347 shares of iShares S&P 500 Growth ETF worth $1.01M as of Q2 2026.
  • Fedenia Advisers sold 321 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $42.4K.
  • iShares S&P 500 Growth ETF made up 0.24% of Fedenia Advisers's portfolio in Q2 2026, its #58 holding.
  • Fedenia Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Fedenia Advisers's iShares S&P 500 Growth ETF position peaked at $1.86M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.