Formidable Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Formidable Asset 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	$1.26M	Sell	11,182 -180	-2%	-$23.8K	0.2%	110
2026 Q1	$1.4M	Buy	11,362 +900	+9%	+$108K	0.22%	88
2025 Q4	$1.26M	Sell	10,462 -12	-0.1%	-$1.47K	0.18%	105
2025 Q3	$1.15M	Buy	10,474 +5,986	+133%	+$688K	0.18%	106
2025 Q2	$417K	Hold	4,488	–	–	0.07%	259
2025 Q1	$417K	Hold	4,488	–	–	0.07%	257
2024 Q4	$456K	Sell	4,488 -160	-3%	-$16K	0.07%	244
2024 Q3	$445K	Sell	4,648 -60	-1%	-$5.54K	0.07%	240
2024 Q2	$436K	Sell	4,708 -952	-17%	-$82.1K	0.07%	251
2024 Q1	$478K	Hold	5,660	–	–	0.08%	232
2023 Q4	$425K	Hold	5,660	–	–	0.09%	188
2023 Q3	$387K	Hold	5,660	–	–	0.09%	198
2023 Q2	$399K	Sell	5,660 -40	-0.7%	-$2.64K	0.09%	193
2023 Q1	$366K	Hold	5,700	–	–	0.08%	205
2022 Q4	$333K	Hold	5,700	–	–	0.08%	217
2022 Q3	$350K	Sell	5,700 -700	-11%	-$45.5K	0.08%	201
2022 Q2	$392K	Sell	6,400 -500	-7%	-$33.1K	0.09%	196
2022 Q1	$527K	Hold	6,900	–	–	0.1%	175
2021 Q4	$576K	Hold	6,900	–	–	0.11%	170
2021 Q3	$510K	Sell	6,900 -4,088	-37%	-$312K	0.1%	193
2021 Q2	$814K	Buy	10,988 +3,790	+53%	+$262K	0.17%	113
2021 Q1	$474K	Buy	7,198 +76	+1%	+$4.91K	0.1%	169
2020 Q4	$449K	Buy	7,122 +190	+3%	+$11.5K	0.1%	159
2020 Q3	$398K	Hold	6,932	–	–	0.12%	153
2020 Q2	$374K	Buy	+6,932	New	+$332K	0.11%	164
2020 Q1	–	Sell	-6,300	Closed	-$319K	–	249
2019 Q4	$319K	Buy	+6,300	New	+$292K	0.1%	154
2019 Q3	–	Sell	-6,120	Closed	-$277K	–	181
2019 Q2	$277K	Buy	+6,120	New	+$269K	0.1%	160
2017 Q4	–	Sell	-7,636	Closed	-$274K	–	155
2017 Q3	$274K	Buy	7,636 +1,620	+27%	+$57.1K	0.12%	159
2017 Q2	$206K	Hold	6,016	–	–	0.1%	159
2017 Q1	$204K	Buy	+6,016	New	+$193K	0.09%	179

Other funds holding IVW

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

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

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Formidable Asset Management's IVW Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, selling an estimated $23.8K and leaving 11,182 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #110.

Formidable Asset Management first reported a position in IVW in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.4M in Q1 2026. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Formidable Asset Management held 11,182 shares of iShares S&P 500 Growth ETF worth $1.26M as of Q2 2026.
Formidable Asset Management sold 180 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $23.8K.
iShares S&P 500 Growth ETF made up 0.2% of Formidable Asset Management's portfolio in Q2 2026, its #110 holding.
Formidable Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 30 quarters since.
Formidable Asset Management's iShares S&P 500 Growth ETF position peaked at $1.4M in Q1 2026.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.