IFG Advisors
IVW icon

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

IFG 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
Q3 		$1.33M Hold
9,354
– – 0.18% 58
2026
Q2 		$1.29M Hold
9,354
– – 0.18% 59
2026
Q1 		$1.06M Sell
9,354
-456
-5% -$54.8K 0.17% 61
2025
Q4 		$1.21M Sell
9,810
-360
-4% -$44.1K 0.2% 53
2025
Q3 		$1.23M Buy
10,170
+101
+1% +$11.6K 0.2% 54
2025
Q2 		$1.11M Buy
10,069
+2
+0% +$198 0.19% 55
2025
Q1 		$934K Sell
10,067
-234
-2% -$23.6K 0.18% 56
2024
Q4 		$1.05M Buy
10,301
+3
+0% +$299 0.21% 51
2024
Q3 		$986K Buy
10,298
+273
+3% +$25.2K 0.21% 52
2024
Q2 		$928K Buy
10,025
+2
+0% +$172 0.22% 50
2024
Q1 		$846K Buy
10,023
+2
+0% +$161 0.22% 50
2023
Q4 		$753K Buy
10,021
+15
+0.1% +$1.07K 0.22% 50
2023
Q3 		$685K Hold
10,006
– – 0.24% 47
2023
Q2 		$705K Buy
10,006
+5
+0% +$331 0.25% 49
2023
Q1 		$639K Buy
10,001
+7
+0.1% +$428 0.25% 48
2022
Q4 		$585K Sell
9,994
-1,133
-10% -$68K 0.26% 51
2022
Q3 		$644K Buy
+11,127
New +$723K 0.33% 43
2022
Q1 		– Sell
-2,385
Closed -$200K – 106
2021
Q4 		$200K Buy
+2,385
New +$192K 0.08% 102

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

IFG Advisors's IVW Position: Q3 2026 in Review

IFG Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 9,354 shares worth $1.33M. The position accounts for 0.18% of the portfolio, ranked #58.

IFG Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. 1,563 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • IFG Advisors held 9,354 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q3 2026.
  • IFG Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.18% of IFG Advisors's portfolio in Q3 2026, its #58 holding.
  • IFG Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,563 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.