FTWA
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Fifth Third Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fifth Third Wealth 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 		$3.28M Buy
23,841
+17,075
+252% +$2.25M 0.09% 154
2026
Q1 		$765K Buy
6,766
+2,017
+42% +$243K 0.03% 313
2025
Q4 		$585K Buy
4,749
+103
+2% +$12.6K 0.02% 352
2025
Q3 		$561K Buy
4,646
+980
+27% +$113K 0.02% 345
2025
Q2 		$404K Sell
3,666
-5,554
-60% -$550K 0.02% 422
2025
Q1 		$856K Buy
9,220
+2,536
+38% +$256K 0.04% 243
2024
Q4 		$679K Buy
+6,684
New +$667K 0.04% 268

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
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

Fifth Third Wealth Advisors's IVW Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 252% in Q2 2026, buying an estimated $2.25M and bringing the position to 23,841 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #154.

Fifth Third Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fifth Third Wealth Advisors held 23,841 shares of iShares S&P 500 Growth ETF worth $3.28M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 17,075 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.25M.
  • iShares S&P 500 Growth ETF made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.