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

Financial Engines 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	$29.2M	Sell	211,987 -8,716	-4%	-$1.15M	0.05%	69
2026 Q1	$25M	Sell	220,703 -956	-0.4%	-$115K	0.05%	71
2025 Q4	$27.3M	Sell	221,659 -9,497	-4%	-$1.16M	0.05%	72
2025 Q3	$27.9M	Sell	231,156 -20,057	-8%	-$2.31M	0.05%	69
2025 Q2	$27.7M	Sell	251,213 -23,797	-9%	-$2.36M	0.06%	66
2025 Q1	$25.5M	Sell	275,010 -29,122	-10%	-$2.94M	0.05%	64
2024 Q4	$30.9M	Sell	304,132 -25,782	-8%	-$2.57M	0.07%	62
2024 Q3	$31.6M	Sell	329,914 -139	-0%	-$12.8K	0.07%	59
2024 Q2	$30.5M	Sell	330,053 -23,186	-7%	-$2M	0.07%	58
2024 Q1	$29.8M	Sell	353,239 -32,394	-8%	-$2.6M	0.07%	55
2023 Q4	$29M	Sell	385,633 -64,037	-14%	-$4.56M	0.07%	54
2023 Q3	$30.9M	Sell	449,670 -28,991	-6%	-$2.05M	0.08%	55
2023 Q2	$33.7M	Sell	478,661 -16,890	-3%	-$1.12M	0.09%	55
2023 Q1	$31.7M	Sell	495,551 -107,278	-18%	-$6.56M	0.08%	55
2022 Q4	$35.3M	Buy	602,829 +18,039	+3%	+$1.08M	0.1%	62
2022 Q3	$33.8M	Buy	584,790 +4,007	+0.7%	+$260K	0.11%	57
2022 Q2	$35M	Buy	580,783 +11,135	+2%	+$737K	0.11%	56
2022 Q1	$43.5M	Buy	569,648 +32,969	+6%	+$2.48M	0.12%	54
2021 Q4	$44.9M	Buy	536,679 +18,528	+4%	+$1.49M	0.12%	50
2021 Q3	$38.3M	Buy	518,151 +10,633	+2%	+$811K	0.11%	50
2021 Q2	$36.9M	Sell	507,518 -95,754	-16%	-$6.63M	0.11%	51
2021 Q1	$39.3M	Buy	603,272 +25,625	+4%	+$1.66M	0.12%	51
2020 Q4	$36.9M	Buy	577,647 +30,715	+6%	+$1.86M	0.13%	50
2020 Q3	$31.5M	Buy	546,932 +24,168	+5%	+$1.37M	0.13%	50
2020 Q2	$27.1M	Buy	522,764 +111,020	+27%	+$5.32M	0.12%	49
2020 Q1	$17M	Buy	411,744 +39,752	+11%	+$1.88M	0.09%	47
2019 Q4	$18M	Buy	371,992 +8,628	+2%	+$400K	0.09%	43
2019 Q3	$15.8M	Buy	363,364 +22,876	+7%	+$1.03M	0.09%	40
2019 Q2	$15.3M	Buy	340,488 +43,024	+14%	+$1.89M	0.09%	37
2019 Q1	$12.8M	Buy	297,464 +35,976	+14%	+$1.47M	0.07%	37
2018 Q4	$10.1M	Buy	+261,488	New	+$10.6M	0.07%	42

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Engines Advisors's IVW Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q2 2026, selling an estimated $1.15M and leaving 211,987 shares worth $29.2M. The position accounts for 0.05% of the portfolio, ranked #69.

Financial Engines Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $44.9M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Financial Engines Advisors held 211,987 shares of iShares S&P 500 Growth ETF worth $29.2M as of Q2 2026.
Financial Engines Advisors sold 8,716 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.15M.
iShares S&P 500 Growth ETF made up 0.05% of Financial Engines Advisors's portfolio in Q2 2026, its #69 holding.
Financial Engines Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Financial Engines Advisors's iShares S&P 500 Growth ETF position peaked at $44.9M in Q4 2021.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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