Forum Private Client Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Forum Private Client 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	$255K	Sell	1,853 -527	-22%	-$69.6K	0.08%	77
2026 Q1	$269K	Sell	2,380 -684	-22%	-$82.3K	0.09%	70
2025 Q4	$378K	Sell	3,064 -59	-2%	-$7.22K	0.13%	55
2025 Q3	$377K	Hold	3,123	–	–	0.13%	56
2025 Q2	$344K	Sell	3,123 -3	-0.1%	-$297	0.13%	58
2025 Q1	$290K	Sell	3,126 -7	-0.2%	-$706	0.13%	61
2024 Q4	$318K	Sell	3,133 -36	-1%	-$3.59K	0.14%	59
2024 Q3	$303K	Sell	3,169 -36	-1%	-$3.32K	0.13%	59
2024 Q2	$297K	Sell	3,205 -324	-9%	-$27.9K	0.14%	60
2024 Q1	$298K	Sell	3,529 -194	-5%	-$15.6K	0.14%	60
2023 Q4	$280K	Buy	+3,723	New	+$265K	0.15%	61
2023 Q3	–	Sell	-4,262	Closed	-$300K	–	33
2023 Q2	$300K	Buy	4,262 +5	+0.1%	+$331	0.17%	58
2023 Q1	$272K	Hold	4,257	–	–	0.17%	62
2022 Q4	$249K	Hold	4,257	–	–	0.17%	60
2022 Q3	$246K	Sell	4,257 -7	-0.2%	-$455	0.18%	57
2022 Q2	$257K	Buy	4,264 +915	+27%	+$60.6K	0.19%	57
2022 Q1	$256K	Buy	+3,349	New	+$252K	0.2%	56

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

Forum Private Client Group's IVW Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, selling an estimated $69.6K and leaving 1,853 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #77.

Forum Private Client Group first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $378K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Forum Private Client Group held 1,853 shares of iShares S&P 500 Growth ETF worth $255K as of Q2 2026.
Forum Private Client Group sold 527 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $69.6K.
iShares S&P 500 Growth ETF made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #77 holding.
Forum Private Client Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares S&P 500 Growth ETF position peaked at $378K in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.