First Foundation Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Foundation 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	$9.51M	Buy	69,181 +2,676	+4%	+$353K	0.34%	55
2026 Q1	$7.52M	Buy	66,505 +5,189	+8%	+$624K	0.3%	57
2025 Q4	$7.56M	Buy	61,316 +4,827	+9%	+$591K	0.28%	59
2025 Q3	$6.82M	Buy	56,489 +5,613	+11%	+$646K	0.25%	64
2025 Q2	$5.6M	Buy	50,876 +17,393	+52%	+$1.72M	0.21%	77
2025 Q1	$3.11M	Buy	33,483 +16,497	+97%	+$1.66M	0.13%	108
2024 Q4	$1.72M	Buy	16,986 +350	+2%	+$34.9K	0.06%	136
2024 Q3	$1.59M	Buy	16,636 +1,133	+7%	+$105K	0.06%	142
2024 Q2	$1.43M	Buy	15,503 +1,650	+12%	+$142K	0.05%	141
2024 Q1	$1.17M	Buy	13,853 +2,585	+23%	+$208K	0.05%	161
2023 Q4	$846K	Buy	11,268 +238	+2%	+$16.9K	0.04%	183
2023 Q3	$755K	Buy	11,030 +2,301	+26%	+$163K	0.04%	207
2023 Q2	$615K	Sell	8,729 -59	-0.7%	-$3.9K	0.03%	221
2023 Q1	$561K	Sell	8,788 -918	-9%	-$56.1K	0.03%	221
2022 Q4	$568K	Buy	9,706 +3,802	+64%	+$228K	0.03%	230
2022 Q3	$342K	Buy	5,904 +1,404	+31%	+$91.2K	0.02%	274
2022 Q2	$272K	Hold	4,500	–	–	0.01%	325
2022 Q1	$344K	Hold	4,500	–	–	0.01%	317
2021 Q4	$377K	Hold	4,500	–	–	0.01%	310
2021 Q3	$333K	Hold	4,500	–	–	0.01%	336
2021 Q2	$327K	Buy	+4,500	New	+$311K	0.01%	349
2021 Q1	–	Sell	-3,204	Closed	-$204K	–	425
2020 Q4	$204K	Buy	+3,204	New	+$194K	0.01%	387
2020 Q3	–	Sell	-3,908	Closed	-$203K	–	379
2020 Q2	$203K	Buy	+3,908	New	+$187K	0.01%	335

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 Foundation Advisors's IVW Position: Q2 2026 in Review

First Foundation Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q2 2026, buying an estimated $353K and bringing the position to 69,181 shares worth $9.51M. The position accounts for 0.34% of the portfolio, ranked #55.

First Foundation Advisors first reported a position in IVW in Q2 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Foundation Advisors held 69,181 shares of iShares S&P 500 Growth ETF worth $9.51M as of Q2 2026.
First Foundation Advisors bought 2,676 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $353K.
iShares S&P 500 Growth ETF made up 0.34% of First Foundation Advisors's portfolio in Q2 2026, its #55 holding.
First Foundation Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 23 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.