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Financial Advisors Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Advisors Network’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
Q1 		$11M Sell
97,159
-6,665
-6% -$802K 1.52% 15
2025
Q4 		$12.8M Sell
103,824
-211
-0.2% -$25.8K 1.75% 16
2025
Q3 		$12.6M Sell
104,035
-537
-0.5% -$61.8K 1.78% 16
2025
Q2 		$11.5M Sell
104,572
-695
-0.7% -$68.8K 1.74% 15
2025
Q1 		$9.77M Sell
105,267
-1,797
-2% -$181K 1.62% 15
2024
Q4 		$10.9M Buy
+107,064
New +$10.7M 1.81% 16
2023
Q4 		$8.93M Sell
118,897
-3,271
-3% -$233K 1.8% 16
2023
Q3 		$8.36M Buy
+122,168
New +$8.65M 1.88% 15
2022
Q4 		$8.2M Buy
140,194
+1,543
+1% +$92.7K 2.17% 13
2022
Q3 		$8.02M Buy
138,651
+2,389
+2% +$155K 2.37% 10
2022
Q2 		$8.22M Buy
136,262
+89,722
+193% +$5.94M 2.3% 12
2022
Q1 		$3.56M Sell
46,540
-266
-0.6% -$20K 0.88% 21
2021
Q4 		$3.92M Sell
46,806
-97
-0.2% -$7.82K 0.88% 22
2021
Q3 		$3.85M Sell
46,903
-1,690
-3% -$129K 0.89% 22
2021
Q2 		$3.53M Sell
48,593
-300
-0.6% -$20.8K 1.04% 21
2021
Q1 		$3.18M Sell
48,893
-323
-0.7% -$20.9K 1.03% 19
2020
Q4 		$3.14M Sell
49,216
-148
-0.3% -$8.97K 1.08% 20
2020
Q3 		$2.85M Sell
49,364
-600
-1% -$34K 1.12% 19
2020
Q2 		$2.59M Buy
+49,964
New +$2.4M 1.06% 20
2020
Q1 		– Sell
-6,780
Closed -$328K – 113
2019
Q4 		$328K Buy
6,780
+2,064
+44% +$95.7K 0.15% 90
2019
Q3 		$212K Hold
4,716
– – 0.11% 105
2019
Q2 		$209K Buy
+4,716
New +$207K 0.11% 103

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Advisors Network's IVW Position: Q1 2026 in Review

Financial Advisors Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q1 2026, selling an estimated $802K and leaving 97,159 shares worth $11M. The position accounts for 1.52% of the portfolio, ranked #15.

Financial Advisors Network first reported a position in IVW in Q2 2019 and has held it in 22 quarters since. The position peaked at $12.8M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Financial Advisors Network held 97,159 shares of iShares S&P 500 Growth ETF worth $11M as of Q1 2026.
  • Financial Advisors Network sold 6,665 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $802K.
  • iShares S&P 500 Growth ETF made up 1.52% of Financial Advisors Network's portfolio in Q1 2026, its #15 holding.
  • Financial Advisors Network first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 22 quarters since.
  • Financial Advisors Network's iShares S&P 500 Growth ETF position peaked at $12.8M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.