Financial Services Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Services Advisory’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	$441K	Buy	3,203 +364	+13%	+$48.1K	0.11%	55
2026 Q1	$321K	Buy	2,839 +368	+15%	+$44.3K	0.15%	51
2025 Q4	$305K	Buy	2,471 +405	+20%	+$49.6K	0.11%	54
2025 Q3	$249K	Buy	+2,066	New	+$238K	0.1%	57

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 Services Advisory's IVW Position: Q2 2026 in Review

Financial Services Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,203 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #55.

Financial Services Advisory first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Financial Services Advisory held 3,203 shares of iShares S&P 500 Growth ETF worth $441K as of Q2 2026.
Financial Services Advisory bought 364 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $48.1K.
iShares S&P 500 Growth ETF made up 0.11% of Financial Services Advisory's portfolio in Q2 2026, its #55 holding.
Financial Services Advisory first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.