Keating Financial Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$487K Buy
3,543
+352
+11% +$46.5K 0.06% 196
2026
Q1
$361K Buy
3,191
+819
+35% +$98.5K 0.06% 231
2025
Q4
$292K Buy
+2,372
New +$290K 0.04% 299

Other funds holding IVW

Keating Financial Advisory Services's IVW Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,543 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #196.

Keating Financial Advisory Services first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Keating Financial Advisory Services held 3,543 shares of iShares S&P 500 Growth ETF worth $487K as of Q2 2026.
  • Keating Financial Advisory Services bought 352 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $46.5K.
  • iShares S&P 500 Growth ETF made up 0.06% of Keating Financial Advisory Services's portfolio in Q2 2026, its #196 holding.
  • Keating Financial Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.