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Forum Financial Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Forum Financial Management’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 		$3.05M Sell
22,201
-493
-2% -$65.1K 0.04% 73
2026
Q1 		$2.57M Buy
22,694
+167
+0.7% +$20.1K 0.04% 75
2025
Q4 		$2.78M Buy
22,527
+876
+4% +$107K 0.04% 115
2025
Q3 		$2.61M Sell
21,651
-105
-0.5% -$12.1K 0.04% 113
2025
Q2 		$2.4M Sell
21,756
-12
-0.1% -$1.19K 0.04% 109
2025
Q1 		$2.02M Sell
21,768
-50
-0.2% -$5.04K 0.03% 115
2024
Q4 		$2.22M Sell
21,818
-221
-1% -$22K 0.04% 105
2024
Q3 		$2.11M Sell
22,039
-63
-0.3% -$5.82K 0.04% 100
2024
Q2 		$2.05M Buy
22,102
+418
+2% +$36K 0.04% 99
2024
Q1 		$1.83M Buy
21,684
+88
+0.4% +$7.07K 0.03% 120
2023
Q4 		$1.62M Sell
21,596
-946
-4% -$67.3K 0.03% 110
2023
Q3 		$1.54M Hold
22,542
– – 0.03% 112
2023
Q2 		$1.59M Sell
22,542
-277
-1% -$18.3K 0.04% 106
2023
Q1 		$1.46M Sell
22,819
-273
-1% -$16.7K 0.04% 102
2022
Q4 		$1.35M Buy
23,092
+128
+0.6% +$7.69K 0.04% 100
2022
Q3 		$1.33M Buy
22,964
+312
+1% +$20.3K 0.06% 86
2022
Q2 		$1.37M Hold
22,652
– – 0.07% 92
2022
Q1 		$1.73M Buy
22,652
+2,330
+11% +$175K 0.08% 75
2021
Q4 		$1.7M Buy
+20,322
New +$1.64M 0.09% 72

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Forum Financial Management's IVW Position: Q2 2026 in Review

Forum Financial Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q2 2026, selling an estimated $65.1K and leaving 22,201 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #73.

Forum Financial Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Forum Financial Management held 22,201 shares of iShares S&P 500 Growth ETF worth $3.05M as of Q2 2026.
  • Forum Financial Management sold 493 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $65.1K.
  • iShares S&P 500 Growth ETF made up 0.04% of Forum Financial Management's portfolio in Q2 2026, its #73 holding.
  • Forum Financial Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.