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

JFS Wealth 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	$18.8M	Sell	136,636 -4,839	-3%	-$639K	0.94%	23
2026 Q1	$16M	Buy	141,475 +2,773	+2%	+$334K	0.9%	24
2025 Q4	$17.1M	Sell	138,702 -8,683	-6%	-$1.06M	0.96%	22
2025 Q3	$17.8M	Buy	147,385 +2,834	+2%	+$326K	1.04%	22
2025 Q2	$15.9M	Sell	144,551 -7,042	-5%	-$697K	1.01%	22
2025 Q1	$14.1M	Sell	151,593 -9,437	-6%	-$951K	0.95%	24
2024 Q4	$16.3M	Sell	161,030 -15,039	-9%	-$1.5M	1.12%	20
2024 Q3	$16.9M	Buy	176,069 +7,620	+5%	+$704K	1.13%	20
2024 Q2	$15.6M	Buy	168,449 +37,122	+28%	+$3.2M	1.23%	20
2024 Q1	$11.1M	Sell	131,327 -2,537	-2%	-$204K	0.88%	27
2023 Q4	$10.1M	Sell	133,864 -4,509	-3%	-$321K	0.85%	25
2023 Q3	$9.47M	Sell	138,373 -2,884	-2%	-$204K	0.89%	24
2023 Q2	$9.96M	Sell	141,257 -2,537	-2%	-$168K	0.9%	25
2023 Q1	$9.19M	Sell	143,794 -1,008	-0.7%	-$61.6K	0.87%	25
2022 Q4	$8.47M	Buy	144,802 +14,846	+11%	+$891K	0.83%	26
2022 Q3	$7.52M	Buy	129,956 +4,388	+3%	+$285K	0.82%	24
2022 Q2	$7.58M	Buy	125,568 +11,563	+10%	+$765K	0.8%	26
2022 Q1	$8.71M	Buy	114,005 +18,990	+20%	+$1.43M	0.82%	23
2021 Q4	$7.95M	Buy	95,015 +24,890	+35%	+$2.01M	0.75%	28
2021 Q3	$5.18M	Buy	70,125 +66,894	+2,070%	+$5.1M	0.53%	34
2021 Q2	$235K	Buy	3,231 +765	+31%	+$53K	0.04%	155
2021 Q1	$161K	Hold	2,466	–	–	0.03%	156
2020 Q4	$157K	Buy	2,466 +2	+0.1%	+$121	0.03%	152
2020 Q3	$142K	Hold	2,464	–	–	0.03%	156
2020 Q2	$128K	Hold	2,464	–	–	0.03%	159
2020 Q1	$102K	Hold	2,464	–	–	0.03%	168
2019 Q4	$119K	Hold	2,464	–	–	0.03%	179
2019 Q3	$111K	Hold	2,464	–	–	0.03%	180
2019 Q2	$110K	Sell	2,464 -136	-5%	-$5.98K	0.03%	177
2019 Q1	$112K	Hold	2,600	–	–	0.03%	170
2018 Q4	$98K	Sell	2,600 -256	-9%	-$10.4K	0.03%	176
2018 Q3	$126K	Hold	2,856	–	–	0.03%	180
2018 Q2	$116K	Sell	2,856 -552	-16%	-$22.2K	0.03%	180
2018 Q1	$132K	Hold	3,408	–	–	0.03%	174
2017 Q4	$130K	Hold	3,408	–	–	0.03%	180
2017 Q3	$122K	Buy	3,408 +1,200	+54%	+$42.3K	0.03%	174
2017 Q2	$76K	Sell	2,208 -320	-13%	-$10.8K	0.02%	193
2017 Q1	$77K	Hold	2,528	–	–	0.02%	187
2016 Q4	$77K	Buy	2,528 +164	+7%	+$4.95K	0.02%	187
2016 Q3	$72K	Hold	2,364	–	–	0.02%	202
2016 Q2	$69K	Hold	2,364	–	–	0.02%	228
2016 Q1	$68K	Hold	2,364	–	–	0.02%	206
2015 Q4	$68K	Buy	2,364 +656	+38%	+$19.1K	0.02%	218
2015 Q3	$46K	Hold	1,708	–	–	0.02%	219
2015 Q2	$49K	Hold	1,708	–	–	0.03%	188
2015 Q1	$49K	Hold	1,708	–	–	0.02%	184
2014 Q4	$48K	Hold	1,708	–	–	0.01%	190
2014 Q3	$46K	Hold	1,708	–	–	0.01%	190
2014 Q2	$45K	Buy	+1,708	New	+$43.3K	0.01%	197

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's IVW Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $639K and leaving 136,636 shares worth $18.8M. The position accounts for 0.94% of the portfolio, ranked #23.

JFS Wealth Advisors first reported a position in IVW in Q2 2014 and has held it in 49 quarters since. 1,012 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

JFS Wealth Advisors held 136,636 shares of iShares S&P 500 Growth ETF worth $18.8M as of Q2 2026.
JFS Wealth Advisors sold 4,839 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $639K.
iShares S&P 500 Growth ETF made up 0.94% of JFS Wealth Advisors's portfolio in Q2 2026, its #23 holding.
JFS Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2014 and has held it in 49 quarters since.
1,012 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.