LFA
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Longview Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Longview Financial 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 		$315K Buy
2,287
+2
+0.1% +$264 0.18% 36
2026
Q1 		$258K Buy
2,285
+2
+0.1% +$241 0.16% 39
2025
Q4 		$281K Sell
2,283
-33
-1% -$4.04K 0.19% 38
2025
Q3 		$280K Buy
2,316
+2
+0.1% +$230 0.2% 36
2025
Q2 		$255K Buy
2,314
+3
+0.1% +$297 0.22% 38
2025
Q1 		$215K Buy
+2,311
New +$233K 0.18% 43

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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

Longview Financial Advisors's IVW Position: Q2 2026 in Review

Longview Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $264 and bringing the position to 2,287 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #36.

Longview Financial Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Longview Financial Advisors held 2,287 shares of iShares S&P 500 Growth ETF worth $315K as of Q2 2026.
  • Longview Financial Advisors bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
  • iShares S&P 500 Growth ETF made up 0.18% of Longview Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Longview Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.