Magnus Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Magnus Financial Group’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	$3.65M	Sell	26,535 -661	-2%	-$87.3K	0.26%	72
2026 Q1	$3.08M	Sell	27,196 -8,174	-23%	-$983K	0.25%	77
2025 Q4	$4.36M	Buy	35,370 +753	+2%	+$92.2K	0.33%	64
2025 Q3	$4.18M	Sell	34,617 -143	-0.4%	-$16.4K	0.33%	66
2025 Q2	$3.83M	Sell	34,760 -827	-2%	-$81.9K	0.34%	67
2025 Q1	$3.3M	Buy	35,587 +1,214	+4%	+$122K	0.32%	67
2024 Q4	$3.49M	Buy	34,373 +2,964	+9%	+$296K	0.34%	63
2024 Q3	$3.01M	Buy	31,409 +1,551	+5%	+$143K	0.31%	64
2024 Q2	$2.76M	Buy	29,858 +2,722	+10%	+$235K	0.31%	69
2024 Q1	$2.29M	Buy	27,136 +3,420	+14%	+$275K	0.27%	73
2023 Q4	$1.78M	Sell	23,716 -295	-1%	-$21K	0.23%	78
2023 Q3	$1.64M	Buy	24,011 +815	+4%	+$57.7K	0.24%	72
2023 Q2	$1.63M	Sell	23,196 -1,835	-7%	-$121K	0.23%	72
2023 Q1	$1.6M	Sell	25,031 -792	-3%	-$48.4K	0.24%	75
2022 Q4	$1.51M	Buy	25,823 +3,482	+16%	+$209K	0.25%	77
2022 Q3	$1.29M	Buy	22,341 +2,165	+11%	+$141K	0.25%	78
2022 Q2	$1.22M	Sell	20,176 -226	-1%	-$15K	0.22%	79
2022 Q1	$1.56M	Buy	20,402 +11,259	+123%	+$846K	0.26%	71
2021 Q4	$765K	Buy	9,143 +1,138	+14%	+$91.7K	0.15%	107
2021 Q3	$592K	Buy	8,005 +163	+2%	+$12.4K	0.13%	112
2021 Q2	$570K	Buy	7,842 +5	+0.1%	+$346	0.12%	107
2021 Q1	$510K	Sell	7,837 -4,735	-38%	-$306K	0.12%	104
2020 Q4	$802K	Buy	12,572 +4	+0%	+$243	0.08%	91
2020 Q3	$726K	Buy	12,568 +4	+0%	+$226	0.08%	87
2020 Q2	$652K	Sell	12,564 -10,984	-47%	-$527K	0.07%	112
2020 Q1	$972K	Buy	23,548 +15,072	+178%	+$713K	0.13%	77
2019 Q4	$410K	Buy	8,476 +2,328	+38%	+$108K	0.06%	188
2019 Q3	$277K	Sell	6,148 -1,740	-22%	-$78.7K	0.05%	287
2019 Q2	$353K	Buy	7,888 +16	+0.2%	+$704	0.07%	189
2019 Q1	$339K	Buy	7,872 +2,444	+45%	+$100K	0.07%	197
2018 Q4	$204K	Buy	+5,428	New	+$220K	0.05%	359

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Magnus Financial Group's IVW Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $87.3K and leaving 26,535 shares worth $3.65M. The position accounts for 0.26% of the portfolio, ranked #72.

Magnus Financial Group first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.36M in Q4 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Magnus Financial Group held 26,535 shares of iShares S&P 500 Growth ETF worth $3.65M as of Q2 2026.
Magnus Financial Group sold 661 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $87.3K.
iShares S&P 500 Growth ETF made up 0.26% of Magnus Financial Group's portfolio in Q2 2026, its #72 holding.
Magnus Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's iShares S&P 500 Growth ETF position peaked at $4.36M in Q4 2025.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.