Fortis Advisors
IVW icon

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

Fortis 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
Q3 		$379K Buy
2,666
+350
+15% +$48.5K 0.17% 86
2026
Q2 		$319K Buy
2,316
+140
+6% +$18.5K 0.15% 95
2026
Q1 		$246K Hold
2,176
– – 0.12% 106
2025
Q4 		$268K Buy
2,176
+28
+1% +$3.43K 0.15% 101
2025
Q3 		$259K Sell
2,148
-461
-18% -$53K 0.15% 101
2025
Q2 		$287K Sell
2,609
-507
-16% -$50.2K 0.18% 90
2025
Q1 		$289K Buy
3,116
+21
+0.7% +$2.12K 0.19% 85
2024
Q4 		$314K Buy
3,095
+360
+13% +$35.9K 0.21% 83
2024
Q3 		$262K Buy
2,735
+225
+9% +$20.8K 0.17% 93
2024
Q2 		$232K Buy
+2,510
New +$216K 0.16% 90
2019
Q1 		– Sell
-2,120
Closed -$80K – 328
2018
Q4 		$80K Buy
2,120
+12
+0.6% +$486 0.05% 185
2018
Q3 		$93K Buy
2,108
+4
+0.2% +$172 0.05% 163
2018
Q2 		$85K Hold
2,104
– – 0.05% 165
2018
Q1 		$82K Buy
2,104
+8
+0.4% +$319 0.05% 154
2017
Q4 		$80K Buy
+2,096
New +$78.3K 0.05% 155

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Fortis Advisors's IVW Position: Q3 2026 in Review

Fortis Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q3 2026, buying an estimated $48.5K and bringing the position to 2,666 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #86.

Fortis Advisors first reported a position in IVW in Q4 2017 and has held it in 15 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Fortis Advisors held 2,666 shares of iShares S&P 500 Growth ETF worth $379K as of Q3 2026.
  • Fortis Advisors bought 350 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $48.5K.
  • iShares S&P 500 Growth ETF made up 0.17% of Fortis Advisors's portfolio in Q3 2026, its #86 holding.
  • Fortis Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 15 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Fortis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.