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Fortress Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fortress Financial 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
Q1 		$1.16M Hold
10,215
– – 0.85% 25
2025
Q4 		$1.26M Hold
10,215
– – 0.93% 24
2025
Q3 		$1.23M Hold
10,215
– – 0.95% 25
2025
Q2 		$1.12M Hold
10,215
– – 0.95% 24
2025
Q1 		$948K Hold
10,215
– – 0.95% 21
2024
Q4 		$1.04M Buy
+10,215
New +$1.02M 1.03% 21

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

Fortress Financial Group's IVW Position: Q1 2026 in Review

Fortress Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 10,215 shares worth $1.16M. The position accounts for 0.85% of the portfolio, ranked #25.

Fortress Financial Group first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Fortress Financial Group held 10,215 shares of iShares S&P 500 Growth ETF worth $1.16M as of Q1 2026.
  • Fortress Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.85% of Fortress Financial Group's portfolio in Q1 2026, its #25 holding.
  • Fortress Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's iShares S&P 500 Growth ETF position peaked at $1.26M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.