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

IFG Advisory’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	$14.4M	Buy	+104,901	New	+$13.9M	0.51%	36
2026 Q1	–	Sell	-87,670	Closed	-$10.8M	–	624
2025 Q4	$10.8M	Sell	87,670 -770	-0.9%	-$94.2K	0.47%	49
2025 Q3	$10.7M	Buy	88,440 +24,548	+38%	+$2.82M	0.49%	48
2025 Q2	$7.03M	Buy	63,892 +4,298	+7%	+$425K	0.35%	74
2025 Q1	$5.53M	Buy	59,594 +5,059	+9%	+$510K	0.31%	86
2024 Q4	$5.54M	Buy	54,535 +11,350	+26%	+$1.13M	0.31%	82
2024 Q3	$4.14M	Sell	43,185 -1,931	-4%	-$178K	0.26%	112
2024 Q2	$4.18M	Buy	45,116 +16,510	+58%	+$1.42M	0.27%	101
2024 Q1	$2.42M	Buy	28,606 +18,419	+181%	+$1.48M	0.18%	160
2023 Q4	$765K	Buy	10,187 +484	+5%	+$34.5K	0.06%	295
2023 Q3	$664K	Buy	+9,703	New	+$687K	0.06%	294
2023 Q1	–	Sell	-10,906	Closed	-$638K	–	516
2022 Q4	$638K	Sell	10,906 -3,051	-22%	-$183K	0.06%	273
2022 Q3	$807K	Buy	+13,957	New	+$907K	0.07%	243
2022 Q2	–	Sell	-2,830	Closed	-$216K	–	497
2022 Q1	$216K	Hold	2,830	–	–	0.02%	459
2021 Q4	$236K	Buy	2,830 +20	+0.7%	+$1.61K	0.02%	448
2021 Q3	$207K	Buy	+2,810	New	+$214K	0.02%	463
2020 Q1	–	Sell	-5,240	Closed	-$253K	–	393
2019 Q4	$253K	Sell	5,240 -108	-2%	-$5.01K	0.05%	345
2019 Q3	$240K	Buy	+5,348	New	+$242K	0.05%	346

Other funds holding IVW

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

IFG Advisory's IVW Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 104,901 shares worth $14.4M. The stake represents 0.51% of the portfolio and ranks #36 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IVW as recently as Q4 2025.

IFG Advisory first reported a position in IVW in Q3 2019 and has held it in 18 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

IFG Advisory held 104,901 shares of iShares S&P 500 Growth ETF worth $14.4M as of Q2 2026.
iShares S&P 500 Growth ETF was a new IFG Advisory position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.51% of IFG Advisory's portfolio in Q2 2026, its #36 holding.
IFG Advisory first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 18 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.