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

Flagship 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	$7.28M	Buy	52,898 +18,753	+55%	+$2.48M	1.63%	19
2026 Q1	$3.76M	Sell	34,145 -17,795	-34%	-$2.14M	1.62%	20
2025 Q4	$6.4M	Buy	51,940 +2,401	+5%	+$294K	1.86%	17
2025 Q3	$5.98M	Buy	49,539 +10,534	+27%	+$1.21M	1.97%	14
2025 Q2	$4.29M	Sell	39,005 -10,441	-21%	-$1.03M	1.62%	19
2025 Q1	$4.59M	Buy	49,446 +20,472	+71%	+$2.06M	1.93%	14
2024 Q4	$2.94M	Buy	+28,974	New	+$2.89M	1.73%	16

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

Flagship Wealth Advisors's IVW Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 55% in Q2 2026, buying an estimated $2.48M and bringing the position to 52,898 shares worth $7.28M. The position accounts for 1.63% of the portfolio, ranked #19.

Flagship Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Flagship Wealth Advisors held 52,898 shares of iShares S&P 500 Growth ETF worth $7.28M as of Q2 2026.
Flagship Wealth Advisors bought 18,753 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.48M.
iShares S&P 500 Growth ETF made up 1.63% of Flagship Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Flagship Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.