Formulate Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
PAS
Formulate Financial's IVW Position: Q2 2026 in Review
Formulate Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q2 2026, buying an estimated $213K and bringing the position to 54,414 shares worth $7.48M. The position accounts for 7.88% of the portfolio, ranked #6.
Formulate Financial first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Formulate Financial held 54,414 shares of iShares S&P 500 Growth ETF worth $7.48M as of Q2 2026.
- Formulate Financial bought 1,616 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $213K.
- iShares S&P 500 Growth ETF made up 7.88% of Formulate Financial's portfolio in Q2 2026, its #6 holding.
- Formulate Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
- 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.