FPF
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First Pacific Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Pacific Financial’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 		$33.7K Buy
+245
New +$32.4K ﹤0.01% 282
2024
Q3 		– Sell
-226
Closed -$20.9K – 404
2024
Q2 		$20.9K Sell
226
-234
-51% -$20.2K 0.01% 219
2024
Q1 		$38.8K Sell
460
-194
-30% -$15.6K 0.01% 187
2023
Q4 		$49.1K Buy
+654
New +$46.6K 0.02% 176

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Pacific Financial's IVW Position: Q2 2026 in Review

First Pacific Financial opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 245 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: First Pacific Financial previously reported a position in IVW as recently as Q2 2024.

First Pacific Financial first reported a position in IVW in Q4 2023 and has held it in 4 quarters since. The position peaked at $49.1K in Q4 2023. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • First Pacific Financial held 245 shares of iShares S&P 500 Growth ETF worth $33.7K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new First Pacific Financial position in Q2 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #282 holding.
  • First Pacific Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • First Pacific Financial's iShares S&P 500 Growth ETF position peaked at $49.1K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.