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Fountainhead AM’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fountainhead AM’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 		$4.62K Sell
34
-54
-61% -$7.13K ﹤0.01% 203
2026
Q1 		$9.91K Buy
88
+1
+1% +$120 0.01% 188
2025
Q4 		$10.7K Sell
87
-13,921
-99% -$1.7M 0.02% 135
2025
Q3 		$1.69M Buy
14,008
+11
+0.1% +$1.26K 0.22% 56
2025
Q2 		$1.54M Buy
13,997
+1,154
+9% +$114K 0.22% 49
2025
Q1 		$1.19M Sell
12,843
-164
-1% -$16.5K 0.19% 45
2024
Q4 		$1.32M Sell
13,007
-280
-2% -$27.9K 0.24% 47
2024
Q3 		$1.27M Buy
13,287
+61
+0.5% +$5.63K 0.27% 45
2024
Q2 		$1.22M Sell
13,226
-74
-0.6% -$6.38K 0.29% 42
2024
Q1 		$1.12M Sell
13,300
-63
-0.5% -$5.06K 0.28% 42
2023
Q4 		$1M Buy
13,363
+59
+0.4% +$4.2K 0.28% 39
2023
Q3 		$910K Hold
13,304
– – 0.32% 34
2023
Q2 		$938K Buy
13,304
+14
+0.1% +$926 0.33% 34
2023
Q1 		$849K Buy
13,290
+29
+0.2% +$1.77K 0.33% 32
2022
Q4 		$776K Buy
13,261
+1,446
+12% +$86.8K 0.35% 31
2022
Q3 		$684K Buy
11,815
+382
+3% +$24.8K 0.34% 30
2022
Q2 		$690K Buy
11,433
+15
+0.1% +$993 0.37% 27
2022
Q1 		$872K Buy
11,418
+19
+0.2% +$1.43K 0.39% 26
2021
Q4 		$954K Buy
11,399
+13
+0.1% +$1.05K 0.41% 25
2021
Q3 		$842K Sell
11,386
-73
-0.6% -$5.57K 0.41% 24
2021
Q2 		$746K Hold
11,459
– – 0.4% 24
2021
Q1 		$746K Sell
11,459
-225
-2% -$14.5K 0.4% 24
2020
Q4 		$746K Buy
+11,684
New +$708K 0.46% 22

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

Fountainhead AM's IVW Position: Q2 2026 in Review

Fountainhead AM reduced its iShares S&P 500 Growth ETF (IVW) stake by 61% in Q2 2026, selling an estimated $7.13K and leaving 34 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Fountainhead AM first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fountainhead AM held 34 shares of iShares S&P 500 Growth ETF worth $4.62K as of Q2 2026.
  • Fountainhead AM sold 54 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.13K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Fountainhead AM's portfolio in Q2 2026, its #203 holding.
  • Fountainhead AM first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's iShares S&P 500 Growth ETF position peaked at $1.69M in Q3 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.