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Fiduciary Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fiduciary Alliance’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 		$3.34M Buy
24,256
+1,125
+5% +$149K 0.23% 122
2026
Q1 		$2.92M Buy
23,131
+4,468
+24% +$537K 0.18% 133
2025
Q4 		$2.3M Sell
18,663
-233
-1% -$28.5K 0.15% 151
2025
Q3 		$2.28M Buy
18,896
+2,637
+16% +$303K 0.15% 140
2025
Q2 		$1.79M Sell
16,259
-172
-1% -$17K 0.13% 152
2025
Q1 		$1.53M Sell
16,431
-246
-1% -$24.8K 0.15% 132
2024
Q4 		$1.69M Buy
16,677
+37
+0.2% +$3.69K 0.17% 119
2024
Q3 		$1.59M Sell
16,640
-176
-1% -$16.2K 0.21% 90
2024
Q2 		$1.58M Buy
16,816
+23
+0.1% +$1.98K 0.26% 79
2024
Q1 		$1.42M Buy
16,793
+445
+3% +$35.8K 0.25% 81
2023
Q4 		$1.23M Buy
16,348
+405
+3% +$28.8K 0.24% 74
2023
Q3 		$1.09M Sell
15,943
-955
-6% -$67.6K 0.25% 69
2023
Q2 		$1.19M Buy
16,898
+991
+6% +$65.5K 0.26% 67
2023
Q1 		$1.02M Buy
15,907
+15
+0.1% +$917 0.26% 73
2022
Q4 		$930K Buy
+15,892
New +$954K 0.24% 72

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Fiduciary Alliance's IVW Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q2 2026, buying an estimated $149K and bringing the position to 24,256 shares worth $3.34M. The position accounts for 0.23% of the portfolio, ranked #122.

Fiduciary Alliance first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fiduciary Alliance held 24,256 shares of iShares S&P 500 Growth ETF worth $3.34M as of Q2 2026.
  • Fiduciary Alliance bought 1,125 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $149K.
  • iShares S&P 500 Growth ETF made up 0.23% of Fiduciary Alliance's portfolio in Q2 2026, its #122 holding.
  • Fiduciary Alliance first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.