Foguth Wealth Management
IVW icon

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

Foguth 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
Q3 		$734K Sell
5,282
-229
-4% -$31.7K 0.07% 113
2026
Q2 		$742K Sell
5,511
-58
-1% -$7.66K 0.08% 101
2026
Q1 		$782K Buy
5,569
+1,881
+51% +$226K 0.09% 93
2025
Q4 		$455K Buy
+3,688
New +$451K 0.07% 107
2025
Q2 		$309K Sell
2,810
-698
-20% -$69.1K 0.07% 109
2025
Q1 		$326K Sell
3,508
-3,004
-46% -$303K 0.08% 112
2024
Q4 		$692K Sell
6,512
-1,154
-15% -$115K 0.18% 71
2024
Q3 		$737K Sell
7,666
-815
-10% -$75.2K 0.27% 60
2024
Q2 		$785K Sell
8,481
-1,250
-13% -$108K 0.35% 51
2024
Q1 		$822K Buy
+9,731
New +$782K 0.44% 52

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Foguth Wealth Management's IVW Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q3 2026, selling an estimated $31.7K and leaving 5,282 shares worth $734K. The position accounts for 0.07% of the portfolio, ranked #113.

Foguth Wealth Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $822K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Foguth Wealth Management held 5,282 shares of iShares S&P 500 Growth ETF worth $734K as of Q3 2026.
  • Foguth Wealth Management sold 229 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $31.7K.
  • iShares S&P 500 Growth ETF made up 0.07% of Foguth Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Foguth Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Foguth Wealth Management's iShares S&P 500 Growth ETF position peaked at $822K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.