Forvis Mazars Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.6M | Sell |
261,997
-3,977
| -1% | -$478K | 0.56% | 27 |
|
|
2025
Q4 | $32.8M | Sell |
265,974
-8,326
| -3% | -$1.02M | 0.62% | 26 |
|
|
2025
Q3 | $33.1M | Sell |
274,300
-1,290
| -0.5% | -$148K | 0.66% | 25 |
|
|
2025
Q2 | $30.3M | Buy |
275,590
+1,134
| +0.4% | +$112K | 0.65% | 27 |
|
|
2025
Q1 | $25.5M | Sell |
274,456
-17,594
| -6% | -$1.77M | 0.61% | 28 |
|
|
2024
Q4 | $29.7M | Buy |
292,050
+1,242
| +0.4% | +$124K | 0.68% | 26 |
|
|
2024
Q3 | $27.8M | Sell |
290,808
-6,703
| -2% | -$619K | 0.64% | 29 |
|
|
2024
Q2 | $27.5M | Sell |
297,511
-8,085
| -3% | -$697K | 0.69% | 28 |
|
|
2024
Q1 | $25.8M | Sell |
305,596
-12,892
| -4% | -$1.04M | 0.66% | 29 |
|
|
2023
Q4 | $23.9M | Sell |
318,488
-15,162
| -5% | -$1.08M | 0.67% | 28 |
|
|
2023
Q3 | $22.8M | Sell |
333,650
-10,880
| -3% | -$770K | 0.69% | 27 |
|
|
2023
Q2 | $24.3M | Sell |
344,530
-17,562
| -5% | -$1.16M | 0.71% | 26 |
|
|
2023
Q1 | $23.1M | Sell |
362,092
-1,280
| -0.4% | -$78.2K | 0.76% | 25 |
|
|
2022
Q4 | $21.3M | Buy |
363,372
+14,480
| +4% | +$869K | 0.74% | 24 |
|
|
2022
Q3 | $20.2M | Buy |
348,892
+745
| +0.2% | +$48.4K | 0.81% | 20 |
|
|
2022
Q2 | $21M | Sell |
348,147
-3,178
| -0.9% | -$210K | 0.85% | 18 |
|
|
2022
Q1 | $26.8M | Sell |
351,325
-6,325
| -2% | -$475K | 1.14% | 13 |
|
|
2021
Q4 | $29.9M | Buy |
357,650
+3,210
| +0.9% | +$259K | 1.26% | 13 |
|
|
2021
Q3 | $26.2M | Sell |
354,440
-12,756
| -3% | -$972K | 1.2% | 14 |
|
|
2021
Q2 | $26.7M | Sell |
367,196
-27,917
| -7% | -$1.93M | 1.24% | 12 |
|
|
2021
Q1 | $25.7M | Sell |
395,113
-117,516
| -23% | -$7.6M | 1.28% | 12 |
|
|
2020
Q4 | $32.7M | Sell |
512,629
-304,403
| -37% | -$18.5M | 1.64% | 7 |
|
|
2020
Q3 | $47.2M | Sell |
817,032
-93,012
| -10% | -$5.26M | 2.75% | 5 |
|
|
2020
Q2 | $47.2M | Sell |
910,044
-20,504
| -2% | -$983K | 3.06% | 5 |
|
|
2020
Q1 | $38.4M | Buy |
930,548
+23,408
| +3% | +$1.11M | 3.15% | 4 |
|
|
2019
Q4 | $43.9M | Buy |
907,140
+3,860
| +0.4% | +$179K | 3.16% | 5 |
|
|
2019
Q3 | $40.7M | Sell |
903,280
-45,264
| -5% | -$2.05M | 3.25% | 6 |
|
|
2019
Q2 | $42.5M | Buy |
948,544
+8,972
| +1% | +$395K | 3.44% | 4 |
|
|
2019
Q1 | $40.5M | Buy |
939,572
+586,408
| +166% | +$24M | 3.36% | 4 |
|
|
2018
Q4 | $13.3M | Buy |
353,164
+86,288
| +32% | +$3.49M | 1.36% | 11 |
|
|
2018
Q3 | $11.8M | Buy |
266,876
+89,976
| +51% | +$3.87M | 1.04% | 12 |
|
|
2018
Q2 | $7.19M | Sell |
176,900
-438,472
| -71% | -$17.6M | 0.7% | 17 |
|
|
2018
Q1 | $23.9M | Buy |
615,372
+214,668
| +54% | +$8.56M | 2.39% | 6 |
|
|
2017
Q4 | $15.3M | Sell |
400,704
-8,088
| -2% | -$302K | 1.53% | 8 |
|
|
2017
Q3 | $14.7M | Buy |
408,792
+11,412
| +3% | +$402K | 1.61% | 8 |
|
|
2017
Q2 | $13.6M | Sell |
397,380
-2,284
| -0.6% | -$77.4K | 1.54% | 8 |
|
|
2017
Q1 | $13.1M | Buy |
399,664
+129,352
| +48% | +$4.15M | 1.6% | 8 |
|
|
2016
Q4 | $8.23M | Buy |
270,312
+255,980
| +1,786% | +$7.73M | 1.08% | 11 |
|
|
2016
Q3 | $436K | Buy |
14,332
+5,384
| +60% | +$163K | 0.06% | 122 |
|
|
2016
Q2 | $261K | Buy |
+8,948
| New | +$260K | 0.04% | 152 |
|
|
2016
Q1 | – | Sell |
-7,280
| Closed | -$211K | – | 195 |
|
|
2015
Q4 | $211K | Buy |
+7,280
| New | +$212K | 0.03% | 179 |
|
|
2014
Q2 | – | Sell |
-74,972
| Closed | -$1.87M | – | 149 |
|
|
2014
Q1 | $1.87M | Sell |
74,972
-880
| -1% | -$21.7K | 0.33% | 50 |
|
|
2013
Q4 | $1.87M | Buy |
75,852
+4,080
| +6% | +$96.2K | 0.35% | 51 |
|
|
2013
Q3 | $1.6M | Buy |
+71,772
| New | +$1.58M | 0.33% | 52 |
|
Other funds holding IVW
Forvis Mazars Wealth Advisors's IVW Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q1 2026, selling an estimated $478K and leaving 261,997 shares worth $29.6M. The position accounts for 0.56% of the portfolio, ranked #27.
Forvis Mazars Wealth Advisors first reported a position in IVW in Q3 2013 and has held it in 44 quarters since. The position peaked at $47.2M in Q2 2020. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Forvis Mazars Wealth Advisors held 261,997 shares of iShares S&P 500 Growth ETF worth $29.6M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 3,977 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $478K.
- iShares S&P 500 Growth ETF made up 0.56% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #27 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 44 quarters since.
- Forvis Mazars Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $47.2M in Q2 2020.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.