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Focused Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Focused Wealth Management’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 		$1.45M Buy
10,548
+212
+2% +$28K 0.13% 70
2026
Q1 		$1.17M Sell
10,336
-5
-0% -$601 0.12% 75
2025
Q4 		$1.27M Sell
10,341
-685
-6% -$83.8K 0.13% 67
2025
Q3 		$1.33M Buy
11,026
+7
+0.1% +$805 0.14% 64
2025
Q2 		$1.21M Buy
11,019
+6
+0.1% +$594 0.15% 64
2025
Q1 		$1.02M Sell
11,013
-77
-0.7% -$7.76K 0.14% 59
2024
Q4 		$1.13M Buy
11,090
+7
+0.1% +$698 0.15% 54
2024
Q3 		$1.06M Buy
11,083
+9
+0.1% +$831 0.14% 72
2024
Q2 		$1.02M Sell
11,074
-636
-5% -$54.8K 0.15% 63
2024
Q1 		$989K Buy
11,710
+6
+0.1% +$482 0.15% 62
2023
Q4 		$879K Buy
11,704
+1
+0% +$71 0.14% 61
2023
Q3 		$801K Buy
11,703
+47
+0.4% +$3.33K 0.14% 59
2023
Q2 		$822K Buy
11,656
+1
+0% +$66 0.15% 60
2023
Q1 		$745K Hold
11,655
– – 0.15% 61
2022
Q4 		$682K Buy
11,655
+1
+0% +$60 0.14% 69
2022
Q3 		$674K Hold
11,654
– – 0.14% 66
2022
Q2 		$703K Buy
11,654
+1
+0% +$66 0.13% 75
2022
Q1 		$890K Hold
11,653
– – 0.14% 70
2021
Q4 		$975K Hold
11,653
– – 0.15% 66
2021
Q3 		$861K Hold
11,653
– – 0.14% 67
2021
Q2 		$847K Buy
11,653
+1
+0% +$69 0.14% 72
2021
Q1 		$759K Hold
11,652
– – 0.13% 78
2020
Q4 		$744K Sell
11,652
-248
-2% -$15K 0.14% 73
2020
Q3 		$687K Hold
11,900
– – 0.15% 68
2020
Q2 		$617K Hold
11,900
– – 0.14% 70
2020
Q1 		$491K Sell
11,900
-508
-4% -$24K 0.14% 74
2019
Q4 		$601K Buy
12,408
+4
+0% +$185 0.14% 74
2019
Q3 		$558K Sell
12,404
-228
-2% -$10.3K 0.15% 78
2019
Q2 		$566K Buy
12,632
+4
+0% +$176 0.15% 79
2019
Q1 		$544K Sell
12,628
-3,044
-19% -$125K 0.16% 79
2018
Q4 		$590K Sell
15,672
-620
-4% -$25.1K 0.2% 75
2018
Q3 		$722K Buy
16,292
+656
+4% +$28.2K 0.25% 67
2018
Q2 		$636K Sell
15,636
-924
-6% -$37.1K 0.22% 75
2018
Q1 		$642K Sell
16,560
-2,300
-12% -$91.7K 0.21% 75
2017
Q4 		$720K Sell
18,860
-2,312
-11% -$86.4K 0.23% 65
2017
Q3 		$759K Buy
21,172
+1,780
+9% +$62.7K 0.25% 60
2017
Q2 		$664K Sell
19,392
-672
-3% -$22.8K 0.25% 63
2017
Q1 		$660K Sell
20,064
-5,096
-20% -$164K 0.26% 62
2016
Q4 		$766K Sell
25,160
-496
-2% -$15K 0.32% 46
2016
Q3 		$780K Sell
25,656
-224
-0.9% -$6.79K 0.34% 44
2016
Q2 		$754K Sell
25,880
-3,344
-11% -$97K 0.35% 44
2016
Q1 		$847K Sell
29,224
-95,016
-76% -$2.61M 0.46% 44
2015
Q4 		$3.6M Sell
124,240
-1,684
-1% -$49K 2.07% 9
2015
Q3 		$3.39M Sell
125,924
-392
-0.3% -$11.1K 2.16% 9
2015
Q2 		$3.6M Sell
126,316
-1,560
-1% -$45.2K 2.22% 10
2015
Q1 		$3.64M Buy
127,876
+9,424
+8% +$268K 2.24% 10
2014
Q4 		$3.31M Buy
118,452
+568
+0.5% +$15.5K 2.34% 8
2014
Q3 		$3.15M Sell
117,884
-1,048
-0.9% -$27.9K 2.41% 7
2014
Q2 		$3.13M Sell
118,932
-4,356
-4% -$111K 2.45% 9
2014
Q1 		$3.08M Sell
123,288
-7,144
-5% -$176K 2.57% 9
2013
Q4 		$3.22M Sell
130,432
-3,164
-2% -$74.6K 2.69% 9
2013
Q3 		$2.98M Buy
+133,596
New +$2.95M 2.84% 8

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

Focused Wealth Management's IVW Position: Q2 2026 in Review

Focused Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q2 2026, buying an estimated $28K and bringing the position to 10,548 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #70.

Focused Wealth Management first reported a position in IVW in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.64M in Q1 2015. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Focused Wealth Management held 10,548 shares of iShares S&P 500 Growth ETF worth $1.45M as of Q2 2026.
  • Focused Wealth Management bought 212 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $28K.
  • iShares S&P 500 Growth ETF made up 0.13% of Focused Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Focused Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.64M in Q1 2015.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.