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

FSA 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 		$234K Sell
1,700
-478
-22% -$63.1K 0.11% 231
2026
Q1 		$246K Buy
+2,178
New +$262K 0.16% 169
2025
Q1 		– Sell
-2,102
Closed -$213K – 184
2024
Q4 		$213K Sell
2,102
-365
-15% -$36.4K 0.26% 129
2024
Q3 		$228K Buy
+2,467
New +$228K 0.23% 124

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

FSA Advisors's IVW Position: Q2 2026 in Review

FSA Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, selling an estimated $63.1K and leaving 1,700 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #231.

FSA Advisors first reported a position in IVW in Q3 2024 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • FSA Advisors held 1,700 shares of iShares S&P 500 Growth ETF worth $234K as of Q2 2026.
  • FSA Advisors sold 478 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $63.1K.
  • iShares S&P 500 Growth ETF made up 0.11% of FSA Advisors's portfolio in Q2 2026, its #231 holding.
  • FSA Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • FSA Advisors's iShares S&P 500 Growth ETF position peaked at $246K in Q1 2026.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.