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

First Command Advisory Services’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	$1.32M	Sell	9,564 -7,129	-43%	-$941K	0.01%	78
2026 Q1	$1.89M	Hold	16,693	–	–	0.01%	64
2025 Q4	$2.06M	Hold	16,693	–	–	0.01%	58
2025 Q3	$2.02M	Sell	16,693 -623	-4%	-$71.7K	0.01%	59
2025 Q2	$1.91M	Sell	17,316 -931	-5%	-$92.1K	0.02%	54
2025 Q1	$1.69M	Sell	18,247 -458	-2%	-$46.2K	0.02%	53
2024 Q4	$1.9M	Sell	18,705 -550	-3%	-$54.9K	0.02%	50
2024 Q3	$1.84M	Buy	19,255 +339	+2%	+$31.3K	0.02%	51
2024 Q2	$1.75M	Sell	18,916 -246	-1%	-$21.2K	0.02%	44
2024 Q1	$1.62M	Hold	19,162	–	–	0.02%	43
2023 Q4	$1.44M	Buy	19,162 +6,919	+57%	+$493K	0.02%	44
2023 Q3	$838K	Buy	+12,243	New	+$866K	0.01%	59

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

First Command Advisory Services's IVW Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 43% in Q2 2026, selling an estimated $941K and leaving 9,564 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #78.

First Command Advisory Services first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Command Advisory Services held 9,564 shares of iShares S&P 500 Growth ETF worth $1.32M as of Q2 2026.
First Command Advisory Services sold 7,129 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $941K.
iShares S&P 500 Growth ETF made up 0.01% of First Command Advisory Services's portfolio in Q2 2026, its #78 holding.
First Command Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's iShares S&P 500 Growth ETF position peaked at $2.06M in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.