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 Q2	$13.3M	Sell	96,750 -409	-0.4%	-$54K	1.63%	15
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 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

Financial Advisors Network's IVW Position: Q2 2026 in Review

Financial Advisors Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.42% in Q2 2026, selling an estimated $54K and leaving 96,750 shares worth $13.3M. The position accounts for 1.63% of the portfolio, ranked #15.

Financial Advisors Network first reported a position in IVW in Q2 2019 and has held it in 23 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Financial Advisors Network held 96,750 shares of iShares S&P 500 Growth ETF worth $13.3M as of Q2 2026.
Financial Advisors Network sold 409 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $54K.
iShares S&P 500 Growth ETF made up 1.63% of Financial Advisors Network's portfolio in Q2 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 23 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.