FFWA
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Forthright Family Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Forthright Family Wealth Advisory’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 		$13.6M Buy
98,809
+67,277
+213% +$8.88M 7.69% 2
2026
Q1 		$2.66M Sell
31,532
-67,540
-68% -$8.12M 1.79% 15
2025
Q4 		$12.2M Buy
99,072
+1,740
+2% +$213K 7.68% 3
2025
Q3 		$11.7M Sell
97,332
-12,671
-12% -$1.46M 7.22% 3
2025
Q2 		$12.1M Sell
110,003
-2,205
-2% -$218K 7.67% 3
2025
Q1 		$10.4M Buy
112,208
+2,392
+2% +$241K 6.88% 3
2024
Q4 		$11.1M Sell
109,816
-15,379
-12% -$1.53M 7.25% 3
2024
Q3 		$13M Buy
125,195
+87,459
+232% +$8.07M 8.36% 2
2024
Q2 		$3.49M Buy
37,736
+6,204
+20% +$535K 2.25% 12
2024
Q1 		$2.66M Buy
31,532
+1,232
+4% +$99K 1.79% 15
2023
Q4 		$2.28M Buy
+30,300
New +$2.16M 1.78% 16

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 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
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

Forthright Family Wealth Advisory's IVW Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 213% in Q2 2026, buying an estimated $8.88M and bringing the position to 98,809 shares worth $13.6M. The position accounts for 7.69% of the portfolio, ranked #2.

Forthright Family Wealth Advisory first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Forthright Family Wealth Advisory held 98,809 shares of iShares S&P 500 Growth ETF worth $13.6M as of Q2 2026.
  • Forthright Family Wealth Advisory bought 67,277 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.88M.
  • iShares S&P 500 Growth ETF made up 7.69% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #2 holding.
  • Forthright Family Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.