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

Financial Synergies Wealth 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	$530K	Buy	3,853 +523	+16%	+$69.1K	0.04%	84
2026 Q1	$377K	Sell	3,330 -49	-1%	-$5.89K	0.04%	92
2025 Q4	$416K	Buy	3,379 +140	+4%	+$17.1K	0.04%	80
2025 Q3	$391K	Sell	3,239 -1,210	-27%	-$139K	0.04%	72
2025 Q2	$490K	Buy	4,449 +5	+0.1%	+$495	0.05%	64
2025 Q1	$413K	Buy	4,444 +5	+0.1%	+$504	0.05%	61
2024 Q4	$451K	Buy	4,439 +768	+21%	+$76.6K	0.06%	55
2024 Q3	$351K	Buy	3,671 +441	+14%	+$40.7K	0.04%	60
2024 Q2	$299K	Sell	3,230 -1,567	-33%	-$135K	0.04%	62
2024 Q1	$405K	Sell	4,797 -4	-0.1%	-$321	0.05%	59
2023 Q4	$281K	Sell	4,801 -20	-0.4%	-$1.42K	0.04%	58
2023 Q3	$330K	Hold	4,821	–	–	0.05%	59
2023 Q2	$340K	Buy	4,821 +10	+0.2%	+$661	0.05%	61
2023 Q1	$307K	Buy	4,811 +10	+0.2%	+$611	0.05%	61
2022 Q4	$281K	Buy	4,801 +1,178	+33%	+$70.7K	0.04%	58
2022 Q3	$210K	Hold	3,623	–	–	0.04%	65
2022 Q2	$219K	Buy	3,623 +6	+0.2%	+$397	0.04%	65
2022 Q1	$276K	Buy	3,617 +6	+0.2%	+$451	0.04%	51
2021 Q4	$302K	Buy	3,611 +9	+0.2%	+$725	0.04%	57
2021 Q3	$266K	Sell	3,602 -33	-0.9%	-$2.52K	0.04%	57
2021 Q2	$264K	Buy	3,635 +9	+0.2%	+$623	0.04%	54
2021 Q1	$236K	Hold	3,626	–	–	0.03%	54
2020 Q4	$231K	Buy	+3,626	New	+$220K	0.04%	51

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's IVW Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, buying an estimated $69.1K and bringing the position to 3,853 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #84.

Financial Synergies Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Financial Synergies Wealth Advisors held 3,853 shares of iShares S&P 500 Growth ETF worth $530K as of Q2 2026.
Financial Synergies Wealth Advisors bought 523 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $69.1K.
iShares S&P 500 Growth ETF made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Financial Synergies Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.