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KMG Fiduciary Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

KMG Fiduciary Partners’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 		$250K Sell
1,819
-65,771
-97% -$8.68M 0.02% 195
2026
Q1 		$7.65M Sell
67,590
-6,444
-9% -$775K 0.57% 48
2025
Q4 		$9.13M Sell
74,034
-22,644
-23% -$2.77M 0.65% 44
2025
Q3 		$11.7M Sell
96,678
-812
-0.8% -$93.4K 0.78% 29
2025
Q2 		$10.7M Buy
97,490
+3,391
+4% +$336K 0.8% 30
2025
Q1 		$8.74M Buy
94,099
+8,306
+10% +$837K 0.73% 35
2024
Q4 		$8.71M Buy
85,793
+3,289
+4% +$328K 0.72% 35
2024
Q3 		$7.9M Buy
82,504
+48,338
+141% +$4.46M 0.68% 35
2024
Q2 		$3.16M Buy
34,166
+13,253
+63% +$1.14M 0.31% 77
2024
Q1 		$1.77M Buy
20,913
+80
+0.4% +$6.43K 0.18% 104
2023
Q4 		$1.56M Hold
20,833
– – 0.18% 117
2023
Q3 		$1.43M Hold
20,833
– – 0.19% 117
2023
Q2 		$1.47M Hold
20,833
– – 0.19% 122
2023
Q1 		$1.33M Buy
+20,833
New +$1.27M 0.19% 127

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

KMG Fiduciary Partners's IVW Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 97% in Q2 2026, selling an estimated $8.68M and leaving 1,819 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #195.

KMG Fiduciary Partners first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.7M in Q3 2025. 405 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • KMG Fiduciary Partners held 1,819 shares of iShares S&P 500 Growth ETF worth $250K as of Q2 2026.
  • KMG Fiduciary Partners sold 65,771 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.68M.
  • iShares S&P 500 Growth ETF made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #195 holding.
  • KMG Fiduciary Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • KMG Fiduciary Partners's iShares S&P 500 Growth ETF position peaked at $11.7M in Q3 2025.
  • 405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.