Focus Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Focus Financial Network’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	$20.6M	Sell	145,118 -921	-0.6%	-$128K	0.63%	29
2026 Q2	$20.1M	Sell	146,039 -1,196	-0.8%	-$158K	0.62%	32
2026 Q1	$16.7M	Sell	147,235 -17,398	-11%	-$2.09M	0.6%	33
2025 Q4	$20.3M	Buy	164,633 +269	+0.2%	+$32.9K	0.71%	27
2025 Q3	$19.8M	Buy	164,364 +2,117	+1%	+$243K	0.71%	26
2025 Q2	$17.9M	Sell	162,247 -26,278	-14%	-$2.6M	0.71%	26
2025 Q1	$17.5M	Buy	188,525 +19,583	+12%	+$1.97M	0.72%	28
2024 Q4	$17.2M	Sell	168,942 -501	-0.3%	-$50K	0.68%	28
2024 Q3	$16.2M	Sell	169,443 -2,505	-1%	-$231K	0.66%	30
2024 Q2	$16M	Buy	171,948 +35,678	+26%	+$3.08M	0.69%	28
2024 Q1	$11.1M	Sell	136,270 -11,392	-8%	-$915K	0.54%	39
2023 Q4	$11.1M	Buy	147,662 +55,862	+61%	+$3.98M	0.42%	49
2023 Q3	$6.3M	Buy	91,800 +22,320	+32%	+$1.58M	0.36%	59
2023 Q2	$4.9M	Buy	69,480 +206	+0.3%	+$13.6K	0.27%	76
2023 Q1	$4.43M	Sell	69,274 -311	-0.4%	-$19K	0.28%	80
2022 Q4	$4.07M	Buy	69,585 +18,138	+35%	+$1.09M	0.33%	60
2022 Q3	$2.98M	Buy	51,447 +1,363	+3%	+$88.6K	0.26%	80
2022 Q2	$3.02M	Sell	50,084 -4,506	-8%	-$298K	0.25%	85
2022 Q1	$4.17M	Sell	54,590 -1	-0%	-$75	0.29%	71
2021 Q4	$4.57M	Buy	54,591 +160	+0.3%	+$12.9K	0.67%	33
2021 Q3	$4.02M	Buy	54,431 +66	+0.1%	+$5.03K	0.54%	46
2021 Q2	$3.95M	Sell	54,365 -1,925	-3%	-$133K	0.53%	49
2021 Q1	$3.67M	Buy	56,290 +6,441	+13%	+$416K	0.43%	47
2020 Q4	$3.18M	Buy	49,849 +4,281	+9%	+$260K	0.28%	77
2020 Q3	$2.63M	Buy	45,568 +808	+2%	+$45.7K	0.25%	89
2020 Q2	$2.32M	Buy	44,760 +2,936	+7%	+$141K	0.26%	83
2020 Q1	$1.73M	Buy	41,824 +4,768	+13%	+$225K	0.23%	90
2019 Q4	$1.79M	Buy	37,056 +580	+2%	+$26.9K	0.22%	100
2019 Q3	$1.64M	Sell	36,476 -1,000	-3%	-$45.2K	0.23%	93
2019 Q2	$1.68M	Buy	37,476 +1,996	+6%	+$87.8K	0.25%	81
2019 Q1	$1.53M	Buy	+35,480	New	+$1.45M	0.25%	82

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Focus Financial Network's IVW Position: Q3 2026 in Review

Focus Financial Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.63% in Q3 2026, selling an estimated $128K and leaving 145,118 shares worth $20.6M. The position accounts for 0.63% of the portfolio, ranked #29.

Focus Financial Network first reported a position in IVW in Q1 2019 and has held it in 31 quarters since. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Focus Financial Network held 145,118 shares of iShares S&P 500 Growth ETF worth $20.6M as of Q3 2026.
Focus Financial Network sold 921 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $128K.
iShares S&P 500 Growth ETF made up 0.63% of Focus Financial Network's portfolio in Q3 2026, its #29 holding.
Focus Financial Network first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 31 quarters since.
492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.