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

Fonville 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	$3.45M	Hold	25,122	–	–	0.56%	37
2026 Q1	$2.84M	Buy	25,122 +64	+0.3%	+$7.7K	0.54%	41
2025 Q4	$3.09M	Hold	25,058	–	–	0.63%	39
2025 Q3	$3.02M	Sell	25,058 -208	-0.8%	-$23.9K	0.68%	38
2025 Q2	$2.78M	Sell	25,266 -189	-0.7%	-$18.7K	0.7%	37
2025 Q1	$2.36M	Sell	25,455 -2,572	-9%	-$259K	0.7%	37
2024 Q4	$2.85M	Sell	28,027 -2,495	-8%	-$249K	0.94%	32
2024 Q3	$2.92M	Buy	30,522 +2,640	+9%	+$244K	1.01%	32
2024 Q2	$2.58M	Sell	27,882 -181	-0.6%	-$15.6K	1.02%	33
2024 Q1	$2.37M	Sell	28,063 -478	-2%	-$38.4K	1.05%	35
2023 Q4	$2.14M	Buy	+28,541	New	+$2.03M	1.14%	34

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

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

Fonville Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 25,122 shares worth $3.45M. The position accounts for 0.56% of the portfolio, ranked #37.

Fonville Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fonville Wealth Management held 25,122 shares of iShares S&P 500 Growth ETF worth $3.45M as of Q2 2026.
Fonville Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.56% of Fonville Wealth Management's portfolio in Q2 2026, its #37 holding.
Fonville Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.