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FWG Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

FWG Investments’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 		$2.41M Buy
17,534
+2,013
+13% +$266K 1.28% 21
2026
Q1 		$1.76M Buy
15,521
+3,598
+30% +$433K 1.12% 25
2025
Q4 		$1.47M Buy
11,923
+2,044
+21% +$250K 0.94% 36
2025
Q3 		$1.19M Buy
9,879
+1,428
+17% +$164K 0.82% 40
2025
Q2 		$930K Buy
+8,451
New +$836K 0.71% 44
2025
Q1 		– Sell
-11,883
Closed -$1.21M – 84
2024
Q4 		$1.21M Buy
11,883
+2,233
+23% +$223K 0.94% 36
2024
Q3 		$924K Buy
9,650
+428
+5% +$39.5K 0.8% 36
2024
Q2 		$853K Buy
9,222
+3,871
+72% +$334K 0.86% 35
2024
Q1 		$452K Buy
5,351
+1,958
+58% +$157K 0.49% 54
2023
Q4 		$255K Buy
+3,393
New +$242K 0.32% 76

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FWG Investments's IVW Position: Q2 2026 in Review

FWG Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $266K and bringing the position to 17,534 shares worth $2.41M. The position accounts for 1.28% of the portfolio, ranked #21.

FWG Investments first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • FWG Investments held 17,534 shares of iShares S&P 500 Growth ETF worth $2.41M as of Q2 2026.
  • FWG Investments bought 2,013 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $266K.
  • iShares S&P 500 Growth ETF made up 1.28% of FWG Investments's portfolio in Q2 2026, its #21 holding.
  • FWG Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.