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

IFP 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
Q2 		$37.1M Sell
269,980
-73,175
-21% -$9.66M 0.67% 21
2026
Q1 		$38.8M Sell
343,155
-125,209
-27% -$15.1M 0.8% 13
2025
Q4 		$57.7M Buy
468,364
+63,352
+16% +$7.75M 1.3% 9
2025
Q3 		$48.9M Buy
405,012
+164,686
+69% +$18.9M 1.27% 7
2025
Q2 		$26.5M Buy
240,326
+204,575
+572% +$20.2M 0.75% 16
2025
Q1 		$3.32M Sell
35,751
-24,202
-40% -$2.44M 0.1% 226
2024
Q4 		$6.09M Sell
59,953
-129,089
-68% -$12.9M 0.2% 103
2024
Q3 		$18.1M Buy
189,042
+5,404
+3% +$499K 0.65% 27
2024
Q2 		$17M Buy
183,638
+90,668
+98% +$7.82M 0.67% 27
2024
Q1 		$7.85M Sell
92,970
-213,833
-70% -$17.2M 0.34% 63
2023
Q4 		$23M Buy
306,803
+17,665
+6% +$1.26M 1.09% 7
2023
Q3 		$19.8M Sell
289,138
-9,390
-3% -$665K 0.89% 15
2023
Q2 		$21M Sell
298,528
-9,573
-3% -$633K 0.88% 13
2023
Q1 		$50.6M Buy
308,101
+253,782
+467% +$15.5M 2.2% 3
2022
Q4 		$8.94M Sell
54,319
-50,302
-48% -$3.02M 0.24% 85
2022
Q3 		$17.2M Buy
104,621
+10,624
+11% +$690K 0.45% 30
2022
Q2 		$15.5M Hold
93,997
– – 0.49% 29
2022
Q1 		$15.5M Sell
93,997
-360,256
-79% -$27.1M 0.49% 29
2021
Q4 		$38M Buy
454,253
+124,321
+38% +$10M 0.74% 16
2021
Q3 		$24.5M Buy
329,932
+123,289
+60% +$9.4M 0.49% 20
2021
Q2 		$15M Sell
206,643
-3,072
-1% -$213K 0.31% 29
2021
Q1 		$13.7M Sell
209,715
-4,951
-2% -$320K 0.27% 30
2020
Q4 		$13.7M Sell
214,666
-34,146
-14% -$2.07M 0.56% 24
2020
Q3 		$14.4M Sell
248,812
-52,852
-18% -$2.99M 0.86% 15
2020
Q2 		$15.4M Buy
301,664
+28,868
+11% +$1.38M 1.22% 8
2020
Q1 		$11.4M Sell
272,796
-74,920
-22% -$3.54M 1.15% 10
2019
Q4 		$16.9M Sell
347,716
-26,888
-7% -$1.25M 1.27% 5
2019
Q3 		$16.8M Buy
+374,604
New +$16.9M 1.12% 7
2019
Q1 		$1.18M Sell
27,440
-354,496
-93% -$14.5M 0.16% 134
2018
Q4 		$14.2M Buy
381,936
+90,284
+31% +$3.65M 0.87% 10
2018
Q3 		$12.9M Sell
291,652
-13,492
-4% -$580K 0.53% 28
2018
Q2 		$12.4M Buy
305,144
+74,536
+32% +$2.99M 0.52% 26
2018
Q1 		$8.81M Hold
230,608
– – 0.4% 50
2017
Q4 		$8.81M Sell
230,608
-12,136
-5% -$453K 0.4% 50
2017
Q3 		$8.7M Buy
242,744
+40,468
+20% +$1.43M 0.35% 54
2017
Q2 		$6.92M Buy
202,276
+62,372
+45% +$2.11M 0.29% 66
2017
Q1 		$4.6M Buy
139,904
+11,720
+9% +$376K 0.2% 110
2016
Q4 		$3.9M Buy
128,184
+52,036
+68% +$1.57M 0.19% 121
2016
Q3 		$2.32M Buy
76,148
+5,516
+8% +$167K 0.12% 185
2016
Q2 		$2.06M Buy
70,632
+43,192
+157% +$1.25M 0.12% 203
2016
Q1 		$1.18M Sell
27,440
-96,236
-78% -$2.65M 0.16% 134
2015
Q4 		$3.58M Buy
+123,676
New +$3.6M 0.24% 88

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

IFP Advisors's IVW Position: Q2 2026 in Review

IFP Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $9.66M and leaving 269,980 shares worth $37.1M. The position accounts for 0.67% of the portfolio, ranked #21.

IFP Advisors first reported a position in IVW in Q4 2015 and has held it in 42 quarters since. The position peaked at $57.7M in Q4 2025. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • IFP Advisors held 269,980 shares of iShares S&P 500 Growth ETF worth $37.1M as of Q2 2026.
  • IFP Advisors sold 73,175 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.66M.
  • iShares S&P 500 Growth ETF made up 0.67% of IFP Advisors's portfolio in Q2 2026, its #21 holding.
  • IFP Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares S&P 500 Growth ETF position peaked at $57.7M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.