Godfrey Financial Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.3M Buy
90,538
+151
+0.2% +$19.9K 9.43% 2
2026
Q1
$10.2M Sell
90,387
-1,044
-1% -$126K 8.77% 2
2025
Q4
$11.3M Buy
+91,431
New +$11.2M 9.77% 2

Other funds holding IVW

Godfrey Financial Associates's IVW Position: Q2 2026 in Review

Godfrey Financial Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 0.17% in Q2 2026, buying an estimated $19.9K and bringing the position to 90,538 shares worth $12.3M. The position accounts for 9.43% of the portfolio, ranked #2.

Godfrey Financial Associates first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Godfrey Financial Associates held 90,538 shares of iShares S&P 500 Growth ETF worth $12.3M as of Q2 2026.
  • Godfrey Financial Associates bought 151 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.9K.
  • iShares S&P 500 Growth ETF made up 9.43% of Godfrey Financial Associates's portfolio in Q2 2026, its #2 holding.
  • Godfrey Financial Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.