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

Florida Financial 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	$205K	Buy	+1,491	New	+$197K	0.03%	351
2025 Q4	–	Sell	-2,006	Closed	-$242K	–	284
2025 Q3	$242K	Sell	2,006 -11,344	-85%	-$1.3M	0.07%	228
2025 Q2	$1.47M	Buy	13,350 +2,795	+26%	+$277K	0.49%	43
2025 Q1	$980K	Sell	10,555 -786	-7%	-$79.2K	0.39%	54
2024 Q4	$1.15M	Buy	+11,341	New	+$1.13M	0.51%	36

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

Florida Financial Advisors's IVW Position: Q2 2026 in Review

Florida Financial Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,491 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #351 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in IVW as recently as Q3 2025.

Florida Financial Advisors first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Florida Financial Advisors held 1,491 shares of iShares S&P 500 Growth ETF worth $205K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Florida Financial Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Florida Financial Advisors's portfolio in Q2 2026, its #351 holding.
Florida Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Florida Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.47M in Q2 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.