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LaFleur & Godfrey’s iShares S&P 500 Growth ETF IVW Stock Holding History

LaFleur & Godfrey’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 		$551K Hold
4,005
– – 0.07% 100
2026
Q1 		$453K Sell
4,005
-620
-13% -$74.6K 0.06% 105
2025
Q4 		$570K Hold
4,625
– – 0.07% 100
2025
Q3 		$558K Sell
4,625
-65
-1% -$7.48K 0.07% 100
2025
Q2 		$516K Sell
4,690
-150
-3% -$14.8K 0.06% 105
2025
Q1 		$449K Sell
4,840
-256
-5% -$25.8K 0.06% 109
2024
Q4 		$517K Hold
5,096
– – 0.07% 103
2024
Q3 		$488K Hold
5,096
– – 0.07% 104
2024
Q2 		$472K Buy
5,096
+2,304
+83% +$199K 0.07% 102
2024
Q1 		$236K Sell
2,792
-480
-15% -$38.6K 0.03% 125
2023
Q4 		$246K Hold
3,272
– – 0.04% 116
2023
Q3 		$224K Buy
+3,272
New +$232K 0.04% 114

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

LaFleur & Godfrey's IVW Position: Q2 2026 in Review

LaFleur & Godfrey held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,005 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #100.

LaFleur & Godfrey first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $570K in Q4 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LaFleur & Godfrey held 4,005 shares of iShares S&P 500 Growth ETF worth $551K as of Q2 2026.
  • LaFleur & Godfrey left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of LaFleur & Godfrey's portfolio in Q2 2026, its #100 holding.
  • LaFleur & Godfrey first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • LaFleur & Godfrey's iShares S&P 500 Growth ETF position peaked at $570K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.