FFT Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

FFT Wealth 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	$1.14M	Sell	8,313 -497	-6%	-$65.6K	0.18%	45
2026 Q1	$997K	Sell	8,810 -255	-3%	-$30.7K	0.18%	49
2025 Q4	$1.12M	Sell	9,065 -1,607	-15%	-$197K	0.21%	43
2025 Q3	$1.29M	Sell	10,672 -967	-8%	-$111K	0.24%	42
2025 Q2	$1.33M	Buy	11,639 +124	+1%	+$12.3K	0.26%	43
2025 Q1	$1.07M	Buy	11,515 +821	+8%	+$82.8K	0.22%	48
2024 Q4	$1.09M	Buy	10,694 +6,238	+140%	+$622K	0.08%	60
2024 Q3	$427K	Buy	4,456 +237	+6%	+$21.9K	0.03%	101
2024 Q2	$390K	Sell	4,219 -6,626	-61%	-$571K	0.03%	91
2024 Q1	$916K	Sell	10,845 -1,109	-9%	-$89.1K	0.08%	56
2023 Q4	$898K	Buy	11,954 +4,722	+65%	+$336K	0.08%	48
2023 Q3	$495K	Hold	7,232	–	–	0.06%	45
2023 Q2	$510K	Sell	7,232 -432	-6%	-$28.6K	0.06%	42
2023 Q1	$490K	Buy	+7,664	New	+$468K	0.06%	44

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

FFT Wealth Management's IVW Position: Q2 2026 in Review

FFT Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.6% in Q2 2026, selling an estimated $65.6K and leaving 8,313 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #45.

FFT Wealth Management first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

FFT Wealth Management held 8,313 shares of iShares S&P 500 Growth ETF worth $1.14M as of Q2 2026.
FFT Wealth Management sold 497 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $65.6K.
iShares S&P 500 Growth ETF made up 0.18% of FFT Wealth Management's portfolio in Q2 2026, its #45 holding.
FFT Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
FFT Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.33M in Q2 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.