Financial Partners Group (Kansas)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.05M | Sell |
7,664
-136
| -2% | -$18K | 0.11% | 95 |
|
|
2026
Q1 | $882K | Buy |
7,800
+1
| +0% | +$120 | 0.11% | 99 |
|
|
2025
Q4 | $966K | Sell |
7,799
-108
| -1% | -$13.2K | 0.11% | 89 |
|
|
2025
Q3 | $955K | Buy |
7,907
+1
| +0% | +$115 | 0.12% | 84 |
|
|
2025
Q2 | $870K | Buy |
7,906
+2
| +0% | +$198 | 0.12% | 81 |
|
|
2025
Q1 | $734K | Sell |
7,904
-199
| -2% | -$20.1K | 0.11% | 88 |
|
|
2024
Q4 | $823K | Buy |
8,103
+2
| +0% | +$200 | 0.12% | 76 |
|
|
2024
Q3 | $776K | Buy |
8,101
+24
| +0.3% | +$2.22K | 0.11% | 85 |
|
|
2024
Q2 | $747K | Sell |
8,077
-285
| -3% | -$24.6K | 0.12% | 83 |
|
|
2024
Q1 | $706K | Buy |
8,362
+60
| +0.7% | +$4.82K | 0.11% | 79 |
|
|
2023
Q4 | $623K | Buy |
8,302
+5
| +0.1% | +$356 | 0.11% | 79 |
|
|
2023
Q3 | $577K | Buy |
8,297
+604
| +8% | +$42.7K | 0.12% | 77 |
|
|
2023
Q2 | $543K | Sell |
7,693
-655
| -8% | -$43.3K | 0.11% | 83 |
|
|
2023
Q1 | $533K | Buy |
8,348
+365
| +5% | +$22.3K | 0.12% | 81 |
|
|
2022
Q4 | $503K | Sell |
7,983
-166
| -2% | -$9.97K | 0.11% | 88 |
|
|
2022
Q3 | $471K | Buy |
8,149
+4
| +0% | +$260 | 0.12% | 86 |
|
|
2022
Q2 | $492K | Buy |
8,145
+3
| +0% | +$199 | 0.12% | 83 |
|
|
2022
Q1 | $622K | Buy |
8,142
+28
| +0.3% | +$2.1K | 0.13% | 85 |
|
|
2021
Q4 | $622K | Sell |
8,114
-102
| -1% | -$8.22K | 0.14% | 85 |
|
|
2021
Q3 | $607K | Buy |
8,216
+45
| +0.6% | +$3.43K | 0.14% | 82 |
|
|
2021
Q2 | $594K | Buy |
8,171
+2
| +0% | +$138 | 0.15% | 75 |
|
|
2021
Q1 | $532K | Buy |
8,169
+643
| +9% | +$41.6K | 0.15% | 75 |
|
|
2020
Q4 | $494K | Sell |
7,526
-8,874
| -54% | -$538K | 0.15% | 70 |
|
|
2020
Q3 | $947K | Buy |
16,400
+20
| +0.1% | +$1.13K | 0.33% | 42 |
|
|
2020
Q2 | $850K | Buy |
16,380
+16
| +0.1% | +$767 | 0.33% | 40 |
|
|
2020
Q1 | $646K | Sell |
16,364
-168
| -1% | -$7.95K | 0.4% | 31 |
|
|
2019
Q4 | $829K | Sell |
16,532
-4,912
| -23% | -$228K | 0.32% | 36 |
|
|
2019
Q3 | $965K | Sell |
21,444
-1,408
| -6% | -$63.7K | 0.43% | 36 |
|
|
2019
Q2 | $1.02M | Sell |
22,852
-3,224
| -12% | -$142K | 0.48% | 35 |
|
|
2019
Q1 | $1.12M | Sell |
26,076
-312
| -1% | -$12.8K | 0.61% | 34 |
|
|
2018
Q4 | $994K | Buy |
26,388
+2,816
| +12% | +$114K | 0.65% | 31 |
|
|
2018
Q3 | $1.04M | Buy |
23,572
+404
| +2% | +$17.4K | 0.68% | 30 |
|
|
2018
Q2 | $942K | Buy |
23,168
+264
| +1% | +$10.6K | 0.69% | 33 |
|
|
2018
Q1 | $887K | Buy |
22,904
+756
| +3% | +$30.2K | 0.7% | 33 |
|
|
2017
Q4 | $846K | Buy |
+22,148
| New | +$828K | 0.67% | 35 |
|
Other funds holding IVW
Financial Partners Group (Kansas)'s IVW Position: Q2 2026 in Review
Financial Partners Group (Kansas) reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $18K and leaving 7,664 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #95.
Financial Partners Group (Kansas) first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.12M in Q1 2019. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Financial Partners Group (Kansas) held 7,664 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q2 2026.
- Financial Partners Group (Kansas) sold 136 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18K.
- iShares S&P 500 Growth ETF made up 0.11% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #95 holding.
- Financial Partners Group (Kansas) first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Financial Partners Group (Kansas)'s iShares S&P 500 Growth ETF position peaked at $1.12M in Q1 2019.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.