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

FSM Wealth 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	$1.15M	Hold	8,384	–	–	0.12%	100
2026 Q1	$948K	Buy	8,384 +40	+0.5%	+$4.81K	0.12%	98
2025 Q4	$1.03M	Hold	8,344	–	–	0.14%	90
2025 Q3	$1.01M	Sell	8,344 -534	-6%	-$61.4K	0.14%	94
2025 Q2	$978K	Hold	8,878	–	–	0.16%	93
2025 Q1	$824K	Hold	8,878	–	–	0.19%	73
2024 Q4	$910K	Hold	8,878	–	–	0.22%	62
2024 Q3	$850K	Hold	8,878	–	–	0.23%	65
2024 Q2	$822K	Hold	8,878	–	–	0.28%	59
2024 Q1	$750K	Buy	8,878 +1	+0%	+$80	0.27%	65
2023 Q4	$667K	Hold	8,877	–	–	0.28%	64
2023 Q3	$607K	Hold	8,877	–	–	0.31%	66
2023 Q2	$620K	Hold	8,877	–	–	0.31%	66
2023 Q1	$567K	Hold	8,877	–	–	0.33%	67
2022 Q4	$519K	Buy	8,877 +1	+0%	+$60	0.37%	68
2022 Q3	$514K	Buy	8,876 +4,808	+118%	+$312K	0.43%	63
2022 Q2	$279K	Buy	+4,068	New	+$269K	0.28%	88

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FSM Wealth Advisors's IVW Position: Q2 2026 in Review

FSM Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 8,384 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #100.

FSM Wealth Advisors first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

FSM Wealth Advisors held 8,384 shares of iShares S&P 500 Growth ETF worth $1.15M as of Q2 2026.
FSM Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #100 holding.
FSM Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.