Investor's Fiduciary Advisor Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investor's Fiduciary Advisor Network’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	$359K	Sell	2,616 -11,706	-82%	-$1.55M	0.12%	147
2026 Q1	$1.62M	Sell	14,322 -17,125	-54%	-$2.06M	0.5%	55
2025 Q4	$3.88M	Buy	31,447 +16,470	+110%	+$2.02M	0.83%	23
2025 Q3	$1.81M	Sell	14,977 -777	-5%	-$89.4K	0.61%	38
2025 Q2	$1.73M	Sell	15,754 -3,079	-16%	-$305K	0.64%	39
2025 Q1	$1.75M	Sell	18,833 -1,375	-7%	-$139K	0.82%	34
2024 Q4	$2.05M	Buy	+20,208	New	+$2.02M	0.79%	34

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Investor's Fiduciary Advisor Network's IVW Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 82% in Q2 2026, selling an estimated $1.55M and leaving 2,616 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #147.

Investor's Fiduciary Advisor Network first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.88M in Q4 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Investor's Fiduciary Advisor Network held 2,616 shares of iShares S&P 500 Growth ETF worth $359K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 11,706 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.55M.
iShares S&P 500 Growth ETF made up 0.12% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #147 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's iShares S&P 500 Growth ETF position peaked at $3.88M in Q4 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.