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 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Foguth Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $7.66K and leaving 5,511 shares worth $742K. The position accounts for 0.08% of the portfolio, ranked #101.

Foguth Wealth Management first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q1 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Foguth Wealth Management held 5,511 shares of iShares S&P 500 Growth ETF worth $742K as of Q2 2026.
Foguth Wealth Management sold 58 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.66K.
iShares S&P 500 Growth ETF made up 0.08% of Foguth Wealth Management's portfolio in Q2 2026, its #101 holding.
Foguth Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's iShares S&P 500 Growth ETF position peaked at $822K in Q1 2024.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.