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

Focus Partners Wealth’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	$268M	Buy	1,947,941 +43,922	+2%	+$5.8M	0.27%	78
2026 Q1	$215M	Sell	1,904,019 -16,527	-0.9%	-$1.99M	0.24%	94
2025 Q4	$237M	Buy	1,920,546 +859,584	+81%	+$105M	0.27%	79
2025 Q3	$128M	Sell	1,060,962 -5,548	-0.5%	-$638K	0.21%	88
2025 Q2	$117M	Buy	1,066,510 +139,068	+15%	+$13.8M	0.25%	78
2025 Q1	$86.1M	Buy	927,442 +7,449	+0.8%	+$751K	0.22%	100
2024 Q4	$93.4M	Buy	919,993 +445,310	+94%	+$44.4M	0.24%	88
2024 Q3	$45.5M	Sell	474,683 -1,178,509	-71%	-$109M	0.14%	151
2024 Q2	$153M	Buy	1,653,192 +900,296	+120%	+$77.6M	0.52%	43
2024 Q1	$63.6M	Buy	752,896 +429,284	+133%	+$34.5M	0.52%	42
2023 Q4	$24.3M	Buy	+323,612	New	+$23M	0.32%	85

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

Focus Partners Wealth's IVW Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, buying an estimated $5.8M and bringing the position to 1,947,941 shares worth $268M. The position accounts for 0.27% of the portfolio, ranked #78.

Focus Partners Wealth first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Focus Partners Wealth held 1,947,941 shares of iShares S&P 500 Growth ETF worth $268M as of Q2 2026.
Focus Partners Wealth bought 43,922 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.8M.
iShares S&P 500 Growth ETF made up 0.27% of Focus Partners Wealth's portfolio in Q2 2026, its #78 holding.
Focus Partners Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.