Ferguson Wellman Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ferguson Wellman Capital Management’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	$1.63M	Buy	11,886 +1,400	+13%	+$185K	0.02%	190
2026 Q1	$1.19M	Sell	10,486 -668	-6%	-$80.3K	0.02%	201
2025 Q4	$1.37M	Buy	11,154 +2,156	+24%	+$264K	0.02%	161
2025 Q3	$1.09M	Buy	8,998 +403	+5%	+$46.4K	0.02%	178
2025 Q2	$946K	Sell	8,595 -3,258	-27%	-$322K	0.02%	188
2025 Q1	$1.1M	Buy	11,853 +5,639	+91%	+$568K	0.02%	179
2024 Q4	$631K	Buy	6,214 +847	+16%	+$84.5K	0.01%	220
2024 Q3	$514K	Sell	5,367 -285	-5%	-$26.3K	0.01%	245
2024 Q2	$523K	Sell	5,652 -1,060	-16%	-$91.4K	0.01%	235
2024 Q1	$567K	Sell	6,712 -3,980	-37%	-$320K	0.01%	240
2023 Q4	$803K	Hold	10,692	–	–	0.02%	203
2023 Q3	$732K	Sell	10,692 -70	-0.7%	-$4.95K	0.02%	202
2023 Q2	$759K	Sell	10,762 -35	-0.3%	-$2.31K	0.02%	211
2023 Q1	$690K	Sell	10,797 -325	-3%	-$19.9K	0.02%	216
2022 Q4	$651K	Hold	11,122	–	–	0.02%	224
2022 Q3	$643K	Sell	11,122 -35	-0.3%	-$2.27K	0.03%	192
2022 Q2	$673K	Hold	11,157	–	–	0.02%	198
2022 Q1	$852K	Buy	11,157 +92	+0.8%	+$6.91K	0.03%	192
2021 Q4	$926K	Buy	11,065 +1,255	+13%	+$101K	0.03%	187
2021 Q3	$725K	Hold	9,810	–	–	0.02%	208
2021 Q2	$713K	Hold	9,810	–	–	0.02%	210
2021 Q1	$639K	Buy	9,810 +430	+5%	+$27.8K	0.02%	213
2020 Q4	$599K	Hold	9,380	–	–	0.01%	265
2020 Q3	$542K	Hold	9,380	–	–	0.01%	257
2020 Q2	$487K	Sell	9,380 -620	-6%	-$29.7K	0.01%	251
2020 Q1	$413K	Sell	10,000 -52	-0.5%	-$2.46K	0.02%	244
2019 Q4	$487K	Sell	10,052 -1,520	-13%	-$70.5K	0.01%	271
2019 Q3	$521K	Buy	11,572 +1,192	+11%	+$53.9K	0.02%	260
2019 Q2	$465K	Sell	10,380 -140	-1%	-$6.16K	0.02%	256
2019 Q1	$453K	Hold	10,520	–	–	0.02%	253
2018 Q4	$396K	Sell	10,520 -76	-0.7%	-$3.08K	0.02%	269
2018 Q3	$469K	Sell	10,596 -2,420	-19%	-$104K	0.02%	245
2018 Q2	$529K	Buy	13,016 +2,396	+23%	+$96.2K	0.02%	240
2018 Q1	$412K	Buy	10,620 +312	+3%	+$12.4K	0.01%	263
2017 Q4	$394K	Hold	10,308	–	–	0.01%	271
2017 Q3	$370K	Hold	10,308	–	–	0.01%	263
2017 Q2	$353K	Hold	10,308	–	–	0.01%	267
2017 Q1	$339K	Hold	10,308	–	–	0.01%	268
2016 Q4	$314K	Sell	10,308 -7,244	-41%	-$219K	0.01%	274
2016 Q3	$534K	Buy	+17,552	New	+$532K	0.02%	207

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Ferguson Wellman Capital Management's IVW Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $185K and bringing the position to 11,886 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #190.

Ferguson Wellman Capital Management first reported a position in IVW in Q3 2016 and has held it in 40 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ferguson Wellman Capital Management held 11,886 shares of iShares S&P 500 Growth ETF worth $1.63M as of Q2 2026.
Ferguson Wellman Capital Management bought 1,400 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $185K.
iShares S&P 500 Growth ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #190 holding.
Ferguson Wellman Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 40 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.