First Affirmative Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Affirmative Financial 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 Q3	$361K	Buy	+2,538	New	+$352K	0.08%	261

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

First Affirmative Financial Network's IVW Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 2,538 shares worth $361K. The stake represents 0.08% of the portfolio and ranks #261 among its holdings.

773 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

First Affirmative Financial Network held 2,538 shares of iShares S&P 500 Growth ETF worth $361K as of Q3 2026.
iShares S&P 500 Growth ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.08% of First Affirmative Financial Network's portfolio in Q3 2026, its #261 holding.
773 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.