FFA
IVW icon

Fragasso Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fragasso Financial 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 		$279K Sell
2,026
-171
-8% -$22.6K 0.01% 297
2026
Q1 		$253K Buy
2,197
+1
+0% +$120 0.02% 283
2025
Q4 		$271K Sell
2,196
-80
-4% -$9.79K 0.02% 257
2025
Q3 		$276K Buy
2,276
+1
+0% +$115 0.02% 249
2025
Q2 		$250K Sell
2,275
-25
-1% -$2.47K 0.02% 244
2025
Q1 		$213K Sell
2,300
-11
-0.5% -$1.11K 0.02% 250
2024
Q4 		$235K Buy
+2,311
New +$231K 0.02% 241
2024
Q2 		– Sell
-2,414
Closed -$204K – 261
2024
Q1 		$204K Buy
+2,414
New +$194K 0.02% 258
2023
Q3 		– Sell
-3,153
Closed -$222K – 231
2023
Q2 		$222K Sell
3,153
-24
-0.8% -$1.59K 0.02% 219
2023
Q1 		$203K Sell
3,177
-477
-13% -$29.2K 0.02% 210
2022
Q4 		$214K Buy
3,654
+52
+1% +$3.12K 0.02% 197
2022
Q3 		$208K Buy
+3,602
New +$234K 0.03% 169
2022
Q2 		– Sell
-2,941
Closed -$225K – 187
2022
Q1 		$225K Buy
2,941
+310
+12% +$23.3K 0.03% 169
2021
Q4 		$220K Buy
+2,631
New +$212K 0.03% 166

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Fragasso Financial Advisors's IVW Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q2 2026, selling an estimated $22.6K and leaving 2,026 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #297.

Fragasso Financial Advisors first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. 782 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Fragasso Financial Advisors held 2,026 shares of iShares S&P 500 Growth ETF worth $279K as of Q2 2026.
  • Fragasso Financial Advisors sold 171 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.6K.
  • iShares S&P 500 Growth ETF made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #297 holding.
  • Fragasso Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 782 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.