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Focus Partners Advisor Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Focus Partners Advisor Solutions’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 		$8.5M Buy
61,809
+307
+0.5% +$40.5K 0.07% 128
2026
Q1 		$6.95M Buy
61,502
+2,474
+4% +$298K 0.07% 133
2025
Q4 		$7.28M Buy
59,028
+16,616
+39% +$2.03M 0.09% 105
2025
Q3 		$5.2M Buy
42,412
+1,989
+5% +$229K 0.06% 168
2025
Q2 		$4.45M Buy
40,423
+12,958
+47% +$1.28M 0.06% 157
2025
Q1 		$2.55M Sell
27,465
-4,338
-14% -$437K 0.04% 219
2024
Q4 		$3.23M Buy
31,803
+3,232
+11% +$322K 0.05% 160
2024
Q3 		$2.74M Buy
28,571
+2,127
+8% +$196K 0.06% 161
2024
Q2 		$2.45M Buy
26,444
+3,836
+17% +$331K 0.06% 150
2024
Q1 		$1.91M Buy
22,608
+11,745
+108% +$944K 0.06% 163
2023
Q4 		$816K Sell
10,863
-986
-8% -$70.2K 0.04% 185
2023
Q3 		$811K Buy
11,849
+541
+5% +$38.3K 0.04% 188
2023
Q2 		$797K Sell
11,308
-4,115
-27% -$272K 0.04% 159
2023
Q1 		$985K Sell
15,423
-44,845
-74% -$2.74M 0.06% 130
2022
Q4 		$3.53M Buy
60,268
+3,099
+5% +$186K 0.27% 54
2022
Q3 		$3.31M Buy
57,169
+1,291
+2% +$83.9K 0.2% 61
2022
Q2 		$3.37M Buy
55,878
+6,841
+14% +$453K 0.28% 50
2022
Q1 		$3.75M Buy
+49,037
New +$3.68M 0.37% 42

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Advisor Solutions's IVW Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 0.5% in Q2 2026, buying an estimated $40.5K and bringing the position to 61,809 shares worth $8.5M. The position accounts for 0.07% of the portfolio, ranked #128.

Focus Partners Advisor Solutions first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Focus Partners Advisor Solutions held 61,809 shares of iShares S&P 500 Growth ETF worth $8.5M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 307 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $40.5K.
  • iShares S&P 500 Growth ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #128 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.