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Foundations Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Foundations Investment 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 		$332M Buy
2,410,689
+133,894
+6% +$17.7M 3.41% 2
2026
Q1 		$258M Buy
2,276,795
+244,628
+12% +$29.4M 3.19% 1
2025
Q4 		$250M Buy
2,032,167
+144,714
+8% +$17.7M 3.28% 1
2025
Q3 		$228M Buy
1,887,453
+58,220
+3% +$6.7M 3.31% 1
2025
Q2 		$201M Buy
1,829,233
+213,178
+13% +$21.1M 3.18% 1
2025
Q1 		$150M Buy
1,616,055
+172,033
+12% +$17.3M 2.77% 1
2024
Q4 		$147M Buy
1,444,022
+14,896
+1% +$1.49M 2.83% 1
2024
Q3 		$137M Buy
1,429,126
+180,235
+14% +$16.6M 2.88% 2
2024
Q2 		$116M Buy
1,248,891
+228,542
+22% +$19.7M 2.8% 5
2024
Q1 		$86.2M Buy
1,020,349
+344,329
+51% +$27.7M 2.26% 9
2023
Q4 		$53M Buy
676,020
+58,816
+10% +$4.19M 1.42% 18
2023
Q3 		$42.2M Buy
617,204
+612,623
+13,373% +$43.4M 1.3% 17
2023
Q2 		$323K Buy
4,581
+402
+10% +$26.6K 0.01% 455
2023
Q1 		$267K Buy
4,179
+639
+18% +$39.1K 0.01% 416
2022
Q4 		$207K Sell
3,540
-133
-4% -$7.99K 0.01% 408
2022
Q3 		$212K Buy
+3,673
New +$239K 0.01% 369
2022
Q1 		– Sell
-2,645
Closed -$215K – 358
2021
Q4 		$215K Buy
+2,645
New +$213K 0.01% 323
2020
Q1 		– Sell
-5,696
Closed -$279K – 136
2019
Q4 		$279K Buy
5,696
+36
+0.6% +$1.67K 0.03% 109
2019
Q3 		$250K Buy
+5,660
New +$256K 0.03% 113
2019
Q1 		– Sell
-13,264
Closed -$544K – 114
2018
Q4 		$544K Buy
+13,264
New +$537K 0.12% 57

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

Foundations Investment Advisors's IVW Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2026, buying an estimated $17.7M and bringing the position to 2,410,689 shares worth $332M. The position accounts for 3.41% of the portfolio, ranked #2.

Foundations Investment Advisors first reported a position in IVW in Q4 2018 and has held it in 20 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Foundations Investment Advisors held 2,410,689 shares of iShares S&P 500 Growth ETF worth $332M as of Q2 2026.
  • Foundations Investment Advisors bought 133,894 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $17.7M.
  • iShares S&P 500 Growth ETF made up 3.41% of Foundations Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Foundations Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 20 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.