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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Flagstar Advisors's IVW Position: Q2 2026 in Review

Flagstar Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2026, buying an estimated $328K and bringing the position to 44,589 shares worth $6.13M. The position accounts for 1.85% of the portfolio, ranked #8.

Flagstar Advisors first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.58M in Q4 2021. 981 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Flagstar Advisors held 44,589 shares of iShares S&P 500 Growth ETF worth $6.13M as of Q2 2026.
  • Flagstar Advisors bought 2,483 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $328K.
  • iShares S&P 500 Growth ETF made up 1.85% of Flagstar Advisors's portfolio in Q2 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 20 quarters since.
  • Flagstar Advisors's iShares S&P 500 Growth ETF position peaked at $7.58M in Q4 2021.
  • 981 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.