FWA
IVW icon

FORM Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

FORM Wealth Advisors’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 		$3.41M Sell
24,780
-2,404
-9% -$317K 0.37% 15
2026
Q1 		$3.07M Sell
27,184
-1,068
-4% -$128K 0.36% 19
2025
Q4 		$3.48M Buy
+28,252
New +$3.46M 0.41% 17
2025
Q2 		$3.35M Buy
30,453
+1,003
+3% +$99.3K 0.41% 17
2025
Q1 		$2.73M Buy
+29,450
New +$2.97M 0.37% 19

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

FORM Wealth Advisors's IVW Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.8% in Q2 2026, selling an estimated $317K and leaving 24,780 shares worth $3.41M. The position accounts for 0.37% of the portfolio, ranked #15.

FORM Wealth Advisors first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q4 2025. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • FORM Wealth Advisors held 24,780 shares of iShares S&P 500 Growth ETF worth $3.41M as of Q2 2026.
  • FORM Wealth Advisors sold 2,404 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $317K.
  • iShares S&P 500 Growth ETF made up 0.37% of FORM Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • FORM Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $3.48M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.