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Independent Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independent Financial Group’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 		$8.5M Buy
61,786
+18,617
+43% +$2.46M 0.16% 125
2026
Q1 		$4.88M Sell
43,169
-22,257
-34% -$2.68M 0.11% 181
2025
Q4 		$8.06M Buy
65,426
+4,177
+7% +$511K 0.18% 110
2025
Q3 		$7.39M Buy
61,249
+7,099
+13% +$816K 0.18% 111
2025
Q2 		$5.96M Buy
54,150
+5,770
+12% +$571K 0.16% 117
2025
Q1 		$4.49M Sell
48,380
-21,926
-31% -$2.21M 0.15% 134
2024
Q4 		$7.14M Buy
70,306
+9,982
+17% +$996K 0.24% 78
2024
Q3 		$5.78M Buy
60,324
+6,187
+11% +$571K 0.21% 87
2024
Q2 		$5.01M Buy
54,137
+1,788
+3% +$154K 0.2% 96
2024
Q1 		$4.42M Sell
52,349
-5,426
-9% -$436K 0.2% 106
2023
Q4 		$4.34M Buy
57,775
+27,659
+92% +$1.97M 0.23% 101
2023
Q3 		$2.06M Buy
30,116
+2,248
+8% +$159K 0.13% 175
2023
Q2 		$1.96M Sell
27,868
-24,739
-47% -$1.64M 0.14% 164
2023
Q1 		$3.36M Buy
52,607
+5,152
+11% +$315K 0.27% 81
2022
Q4 		$2.78M Buy
47,455
+2,911
+7% +$175K 0.24% 87
2022
Q3 		$2.58M Buy
44,544
+2,319
+5% +$151K 0.23% 81
2022
Q2 		$2.55M Sell
42,225
-4,656
-10% -$308K 0.27% 79
2022
Q1 		$3.58M Buy
46,881
+366
+0.8% +$27.5K 0.29% 60
2021
Q4 		$3.89M Buy
46,515
+18,167
+64% +$1.46M 0.32% 54
2021
Q3 		$2.1M Buy
28,348
+16,638
+142% +$1.27M 0.21% 102
2021
Q2 		$852K Buy
11,710
+8,002
+216% +$554K 0.09% 252
2021
Q1 		$241K Buy
3,708
+3
+0.1% +$194 0.03% 536
2020
Q4 		$236K Sell
3,705
-431
-10% -$26.1K 0.03% 482
2020
Q3 		$239K Hold
4,136
– – 0.04% 404
2020
Q2 		$214K Buy
+4,136
New +$198K 0.05% 397

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independent Financial Group's IVW Position: Q2 2026 in Review

Independent Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 43% in Q2 2026, buying an estimated $2.46M and bringing the position to 61,786 shares worth $8.5M. The position accounts for 0.16% of the portfolio, ranked #125.

Independent Financial Group first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Independent Financial Group held 61,786 shares of iShares S&P 500 Growth ETF worth $8.5M as of Q2 2026.
  • Independent Financial Group bought 18,617 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.46M.
  • iShares S&P 500 Growth ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #125 holding.
  • Independent Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.