FFO
IVW icon

Fortitude Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fortitude Family Office’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 		– Sell
-304
Closed -$37.5K – 1987
2025
Q4 		$37.5K Buy
+304
New +$37.2K 0.01% 284

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fortitude Family Office's IVW Position: Q1 2026 in Review

Fortitude Family Office sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 304 shares — an estimated $37.5K sold.

Fortitude Family Office first reported a position in IVW in Q4 2025 and held it in 1 quarter. The position peaked at $37.5K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Fortitude Family Office reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Fortitude Family Office sold 304 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $37.5K.
  • Fortitude Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Fortitude Family Office's iShares S&P 500 Growth ETF position peaked at $37.5K in Q4 2025.
  • 2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.