Fortitude Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fortitude Advisory Group’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	$261K	Hold	1,898	–	–	0.1%	175
2026 Q1	$215K	Hold	1,898	–	–	0.1%	196
2025 Q4	$234K	Hold	1,898	–	–	0.1%	178
2025 Q3	$229K	Hold	1,898	–	–	0.12%	172
2025 Q2	$209K	Buy	+1,898	New	+$188K	0.12%	188
2022 Q2	–	Sell	-2,001	Closed	-$153K	–	731
2022 Q1	$153K	Buy	2,001 +85	+4%	+$6.39K	0.08%	254
2021 Q4	$160K	Buy	+1,916	New	+$154K	0.08%	246

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Advisory Group's IVW Position: Q2 2026 in Review

Fortitude Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,898 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #175.

Fortitude Advisory Group first reported a position in IVW in Q4 2021 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fortitude Advisory Group held 1,898 shares of iShares S&P 500 Growth ETF worth $261K as of Q2 2026.
Fortitude Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #175 holding.
Fortitude Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 7 quarters since.
938 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.