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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fortis Advisors's IVW Position: Q2 2026 in Review

Fortis Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,316 shares worth $319K. The position accounts for 0.15% of the portfolio, ranked #95.

Fortis Advisors first reported a position in IVW in Q4 2017 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fortis Advisors held 2,316 shares of iShares S&P 500 Growth ETF worth $319K as of Q2 2026.
Fortis Advisors bought 140 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.5K.
iShares S&P 500 Growth ETF made up 0.15% of Fortis Advisors's portfolio in Q2 2026, its #95 holding.
Fortis Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 14 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.