FWMM
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Foundation Wealth Management (Missouri)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Foundation Wealth Management (Missouri)’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 		$46.3M Sell
336,974
-1,185
-0.4% -$156K 27.41% 1
2026
Q1 		$38.2M Buy
338,159
+1,796
+0.5% +$216K 25.84% 2
2025
Q4 		$41.5M Sell
336,363
-17,460
-5% -$2.14M 27.31% 1
2025
Q3 		$42.7M Sell
353,823
-9,630
-3% -$1.11M 27.3% 1
2025
Q2 		$40M Buy
363,453
+4,248
+1% +$420K 27.87% 1
2025
Q1 		$33.3M Sell
359,205
-4,747
-1% -$479K 26.12% 1
2024
Q4 		$37M Sell
363,952
-7,228
-2% -$721K 28.69% 1
2024
Q3 		$35.5M Sell
371,180
-9,015
-2% -$832K 26.96% 1
2024
Q2 		$35.2M Sell
380,195
-11,614
-3% -$1M 27.57% 1
2024
Q1 		$33.1M Buy
391,809
+12,146
+3% +$976K 26.97% 1
2023
Q4 		$28.5M Buy
379,663
+18,920
+5% +$1.35M 25.48% 1
2023
Q3 		$24.7M Buy
360,743
+4,793
+1% +$339K 24.67% 1
2023
Q2 		$25.1M Sell
355,950
-1,471
-0.4% -$97.2K 24.48% 1
2023
Q1 		$22.8M Sell
357,421
-68
-0% -$4.16K 23.51% 1
2022
Q4 		$20.9M Buy
+357,489
New +$21.5M 21.24% 1

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IVW Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.35% in Q2 2026, selling an estimated $156K and leaving 336,974 shares worth $46.3M. The position accounts for 27.41% of the portfolio, ranked #1.

Foundation Wealth Management (Missouri) first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 336,974 shares of iShares S&P 500 Growth ETF worth $46.3M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 1,185 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $156K.
  • iShares S&P 500 Growth ETF made up 27.41% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #1 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.