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Founders Financial Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Founders Financial Alliance’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 		$10.8M Buy
78,327
+75,786
+2,983% +$10M 1.43% 8
2026
Q1 		$287K Buy
2,541
+171
+7% +$20.6K 0.05% 311
2025
Q4 		$292K Sell
2,370
-962
-29% -$118K 0.06% 289
2025
Q3 		$402K Buy
3,332
+531
+19% +$61.1K 0.08% 240
2025
Q2 		$308K Buy
2,801
+381
+16% +$37.7K 0.07% 248
2025
Q1 		$225K Buy
2,420
+180
+8% +$18.1K 0.05% 312
2024
Q4 		$227K Hold
2,240
– – 0.06% 261
2024
Q3 		$214K Buy
2,240
+375
+20% +$34.6K 0.06% 275
2024
Q2 		$173K Hold
1,865
– – 0.05% 280
2024
Q1 		$157K Buy
1,865
+157
+9% +$12.6K 0.05% 287
2023
Q4 		$128K Hold
1,708
– – 0.05% 275
2023
Q3 		$117K Hold
1,708
– – 0.05% 262
2023
Q2 		$120K Buy
1,708
+80
+5% +$5.29K 0.05% 282
2023
Q1 		$104K Sell
1,628
-20
-1% -$1.22K 0.05% 251
2022
Q4 		$96.4K Sell
1,648
-348
-17% -$20.9K 0.04% 268
2022
Q3 		$115K Sell
1,996
-1,987
-50% -$129K 0.06% 246
2022
Q2 		$240K Buy
3,983
+1,987
+100% +$131K 0.12% 182
2022
Q1 		$152K Hold
1,996
– – 0.07% 232
2021
Q4 		$167K Hold
1,996
– – 0.07% 260
2021
Q3 		$148K Sell
1,996
-1,792
-47% -$137K 0.07% 249
2021
Q2 		$275K Sell
3,788
-2,636
-41% -$182K 0.13% 188
2021
Q1 		$431K Hold
6,424
– – 0.21% 108
2020
Q4 		$410K Hold
6,424
– – 0.23% 101
2020
Q3 		$378K Buy
+6,424
New +$364K 0.23% 93

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

Founders Financial Alliance's IVW Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares S&P 500 Growth ETF (IVW) stake by 2,983% in Q2 2026, buying an estimated $10M and bringing the position to 78,327 shares worth $10.8M. The position accounts for 1.43% of the portfolio, ranked #8.

Founders Financial Alliance first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Founders Financial Alliance held 78,327 shares of iShares S&P 500 Growth ETF worth $10.8M as of Q2 2026.
  • Founders Financial Alliance bought 75,786 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10M.
  • iShares S&P 500 Growth ETF made up 1.43% of Founders Financial Alliance's portfolio in Q2 2026, its #8 holding.
  • Founders Financial Alliance first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.