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FFG Retirement Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

FFG Retirement 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 		$6.29M Buy
45,750
+640
+1% +$84.5K 3.33% 11
2026
Q1 		$5.1M Buy
45,110
+1,823
+4% +$219K 2.97% 13
2025
Q4 		$5.34M Buy
43,287
+782
+2% +$95.7K 3.31% 12
2025
Q3 		$5.13M Sell
42,505
-11,184
-21% -$1.29M 3.18% 13
2025
Q2 		$5.91M Sell
53,689
-734
-1% -$72.6K 3.7% 9
2025
Q1 		$5.05M Sell
54,423
-3,381
-6% -$341K 3.44% 10
2024
Q4 		$5.87M Sell
57,804
-595
-1% -$59.4K 3.83% 5
2024
Q3 		$5.59M Buy
58,399
+17,479
+43% +$1.61M 3.64% 5
2024
Q2 		$3.79M Buy
+40,920
New +$3.53M 2.64% 13
2024
Q1 		– Sell
-15,679
Closed -$1.18M – 46
2023
Q4 		$1.18M Sell
15,679
-40
-0.3% -$2.85K 0.91% 31
2023
Q3 		$1.08M Buy
+15,719
New +$1.11M 0.89% 29

Other funds holding IVW

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
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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

FFG Retirement Advisors's IVW Position: Q2 2026 in Review

FFG Retirement Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $84.5K and bringing the position to 45,750 shares worth $6.29M. The position accounts for 3.33% of the portfolio, ranked #11.

FFG Retirement Advisors first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • FFG Retirement Advisors held 45,750 shares of iShares S&P 500 Growth ETF worth $6.29M as of Q2 2026.
  • FFG Retirement Advisors bought 640 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $84.5K.
  • iShares S&P 500 Growth ETF made up 3.33% of FFG Retirement Advisors's portfolio in Q2 2026, its #11 holding.
  • FFG Retirement Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.