Foster Victor Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Foster Victor Wealth Advisors’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	$242K	Sell	1,754 -102	-5%	-$13.5K	0.01%	231
2026 Q1	$231K	Sell	1,856 -450	-20%	-$54.1K	0.01%	226
2025 Q4	$286K	Buy	2,306 +219	+10%	+$26.8K	0.02%	202
2025 Q3	$253K	Buy	2,087 +260	+14%	+$29.9K	0.02%	192
2025 Q2	$203K	Buy	+1,827	New	+$181K	0.01%	195
2025 Q1	–	Sell	-2,176	Closed	-$226K	–	201
2024 Q4	$226K	Buy	2,176 +1	+0%	+$100	0.02%	178
2024 Q3	$210K	Sell	2,175 -175	-7%	-$16.2K	0.02%	184
2024 Q2	$226K	Buy	+2,350	New	+$203K	0.02%	179
2022 Q1	–	Sell	-2,467	Closed	-$200K	–	145
2021 Q4	$200K	Buy	+2,467	New	+$199K	0.03%	136
2019 Q3	–	Sell	-4,568	Closed	-$208K	–	103
2019 Q2	$208K	Sell	4,568 -560	-11%	-$24.6K	0.15%	90
2019 Q1	$221K	Buy	+5,128	New	+$210K	0.17%	83

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

Foster Victor Wealth Advisors's IVW Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q2 2026, selling an estimated $13.5K and leaving 1,754 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #231.

Foster Victor Wealth Advisors first reported a position in IVW in Q1 2019 and has held it in 11 quarters since. The position peaked at $286K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Foster Victor Wealth Advisors held 1,754 shares of iShares S&P 500 Growth ETF worth $242K as of Q2 2026.
Foster Victor Wealth Advisors sold 102 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.5K.
iShares S&P 500 Growth ETF made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Foster Victor Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 11 quarters since.
Foster Victor Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $286K in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.