HFS
IVW icon

Howard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Howard Financial Services’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 		$710K Buy
5,166
+430
+9% +$56.8K 0.07% 117
2026
Q1 		$536K Buy
4,736
+3
+0.1% +$361 0.06% 123
2025
Q4 		$583K Buy
4,733
+4
+0.1% +$490 0.07% 103
2025
Q3 		$571K Buy
4,729
+5
+0.1% +$575 0.07% 96
2025
Q2 		$520K Buy
4,724
+4
+0.1% +$396 0.07% 100
2025
Q1 		$438K Buy
4,720
+707
+18% +$71.3K 0.06% 108
2024
Q4 		$407K Buy
4,013
+4
+0.1% +$399 0.06% 115
2024
Q3 		$384K Buy
4,009
+5
+0.1% +$462 0.06% 109
2024
Q2 		$371K Buy
4,004
+2
+0% +$172 0.06% 104
2024
Q1 		$338K Sell
4,002
-250
-6% -$20.1K 0.06% 114
2023
Q4 		$319K Buy
4,252
+1,115
+36% +$79.4K 0.06% 114
2023
Q3 		$215K Hold
3,137
– – 0.05% 134
2023
Q2 		$221K Buy
+3,137
New +$207K 0.05% 126
2022
Q2 		– Sell
-3,100
Closed -$237K – 134
2022
Q1 		$237K Buy
3,100
+5
+0.2% +$376 0.07% 114
2021
Q4 		$259K Buy
3,095
+9
+0.3% +$725 0.08% 104
2021
Q3 		$228K Buy
3,086
+82
+3% +$6.25K 0.09% 110
2021
Q2 		$219K Buy
+3,004
New +$208K 0.09% 109

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Howard Financial Services's IVW Position: Q2 2026 in Review

Howard Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 9.1% in Q2 2026, buying an estimated $56.8K and bringing the position to 5,166 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #117.

Howard Financial Services first reported a position in IVW in Q2 2021 and has held it in 17 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Howard Financial Services held 5,166 shares of iShares S&P 500 Growth ETF worth $710K as of Q2 2026.
  • Howard Financial Services bought 430 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $56.8K.
  • iShares S&P 500 Growth ETF made up 0.07% of Howard Financial Services's portfolio in Q2 2026, its #117 holding.
  • Howard Financial Services first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.