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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fortis Advisors's IVW Position: Q1 2026 in Review

Fortis Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,176 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #106.

Fortis Advisors first reported a position in IVW in Q4 2017 and has held it in 13 quarters since. The position peaked at $314K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Fortis Advisors held 2,176 shares of iShares S&P 500 Growth ETF worth $246K as of Q1 2026.
  • Fortis Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.12% of Fortis Advisors's portfolio in Q1 2026, its #106 holding.
  • Fortis Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 13 quarters since.
  • Fortis Advisors's iShares S&P 500 Growth ETF position peaked at $314K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.