Flagstar Advisors
IVW icon

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

Flagstar 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
Q3 		$5.58M Sell
39,243
-5,346
-12% -$741K 1.69% 8
2026
Q2 		$6.13M Buy
44,589
+2,483
+6% +$328K 1.85% 8
2026
Q1 		$4.76M Sell
42,106
-7,248
-15% -$872K 1.72% 13
2025
Q4 		$6.08M Buy
49,354
+2,045
+4% +$250K 2.04% 7
2025
Q3 		$5.71M Sell
47,309
-1,200
-2% -$138K 1.75% 12
2025
Q2 		$5.34M Sell
48,509
-46
-0.1% -$4.55K 1.48% 17
2025
Q1 		$4.51M Buy
48,555
+1,736
+4% +$175K 1.15% 25
2024
Q4 		$4.75M Sell
46,819
-1,243
-3% -$124K 1.18% 24
2024
Q3 		$4.6M Sell
48,062
-2,501
-5% -$231K 1.17% 24
2024
Q2 		$4.68M Buy
50,563
+3,859
+8% +$333K 1.28% 22
2024
Q1 		$3.94M Sell
46,704
-2,330
-5% -$187K 1.1% 25
2023
Q4 		$3.68M Buy
49,034
+2,965
+6% +$211K 1.17% 23
2023
Q3 		$3.16M Sell
46,069
-10,603
-19% -$750K 1.2% 21
2023
Q2 		$3.99M Sell
56,672
-1,586
-3% -$105K 1.5% 15
2023
Q1 		$3.72M Sell
58,258
-8,585
-13% -$525K 1.35% 17
2022
Q4 		$3.91M Sell
66,843
-1,974
-3% -$119K 1.37% 18
2022
Q3 		$3.98M Buy
68,817
+2,373
+4% +$154K 1.5% 16
2022
Q2 		$4.01M Sell
66,444
-10,654
-14% -$705K 1.48% 17
2022
Q1 		$5.89M Sell
77,098
-13,467
-15% -$1.01M 1.85% 12
2021
Q4 		$7.58M Buy
90,565
+7,285
+9% +$587K 2.33% 9
2021
Q3 		$6.16M Buy
+83,280
New +$6.35M 2.05% 10

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Flagstar Advisors's IVW Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q3 2026, selling an estimated $741K and leaving 39,243 shares worth $5.58M. The position accounts for 1.69% of the portfolio, ranked #8.

Flagstar Advisors first reported a position in IVW in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.58M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Flagstar Advisors held 39,243 shares of iShares S&P 500 Growth ETF worth $5.58M as of Q3 2026.
  • Flagstar Advisors sold 5,346 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $741K.
  • iShares S&P 500 Growth ETF made up 1.69% of Flagstar Advisors's portfolio in Q3 2026, its #8 holding.
  • Flagstar Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares S&P 500 Growth ETF position peaked at $7.58M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.