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

Fortis Capital 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	$1.61M	Buy	11,682 +106	+0.9%	+$14K	0.18%	97
2026 Q1	$1.31M	Sell	11,576 -6,150	-35%	-$740K	0.17%	96
2025 Q4	$2.19M	Sell	17,726 -426	-2%	-$52.1K	0.32%	46
2025 Q3	$2.19M	Buy	18,152 +6,732	+59%	+$774K	0.35%	43
2025 Q2	$1.26M	Hold	11,420	–	–	0.22%	66
2025 Q1	$1.06M	Sell	11,420 -6,863	-38%	-$692K	0.22%	76
2024 Q4	$1.71M	Buy	18,283 +36	+0.2%	+$3.59K	0.58%	28
2024 Q3	$1.75M	Buy	18,247 +448	+3%	+$41.4K	0.58%	27
2024 Q2	$1.65M	Buy	17,799 +6,967	+64%	+$601K	0.59%	26
2024 Q1	$915K	Hold	10,832	–	–	0.38%	47
2023 Q4	$813K	Sell	10,832 -968	-8%	-$68.9K	0.43%	38
2023 Q3	$807K	Hold	11,800	–	–	0.52%	34
2023 Q2	$832K	Buy	11,800 +1,000	+9%	+$66.1K	0.49%	37
2023 Q1	$690K	Sell	10,800 -550	-5%	-$33.6K	0.37%	40
2022 Q4	$664K	Buy	+11,350	New	+$682K	0.39%	36

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 Capital Advisors's IVW Position: Q2 2026 in Review

Fortis Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.92% in Q2 2026, buying an estimated $14K and bringing the position to 11,682 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #97.

Fortis Capital Advisors first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.19M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fortis Capital Advisors held 11,682 shares of iShares S&P 500 Growth ETF worth $1.61M as of Q2 2026.
Fortis Capital Advisors bought 106 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $14K.
iShares S&P 500 Growth ETF made up 0.18% of Fortis Capital Advisors's portfolio in Q2 2026, its #97 holding.
Fortis Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Fortis Capital Advisors's iShares S&P 500 Growth ETF position peaked at $2.19M in Q3 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.