Moisand Fitzgerald Tamayo’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moisand Fitzgerald Tamayo’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	$501K	Sell	3,645 -13	-0.4%	-$1.72K	0.05%	80
2026 Q1	$414K	Sell	3,658 -15	-0.4%	-$1.8K	0.04%	85
2025 Q4	$453K	Hold	3,673	–	–	0.05%	79
2025 Q3	$443K	Sell	3,673 -16	-0.4%	-$1.84K	0.05%	84
2025 Q2	$406K	Hold	3,689	–	–	0.05%	80
2025 Q1	$342K	Buy	3,689 +136	+4%	+$13.7K	0.05%	87
2024 Q4	$361K	Hold	3,553	–	–	0.05%	82
2024 Q3	$340K	Hold	3,553	–	–	0.05%	86
2024 Q2	$329K	Sell	3,553 -12	-0.3%	-$1.03K	0.05%	85
2024 Q1	$301K	Sell	3,565 -111	-3%	-$8.92K	0.05%	89
2023 Q4	$276K	Buy	3,676 +84	+2%	+$5.98K	0.05%	89
2023 Q3	$246K	Hold	3,592	–	–	0.05%	87
2023 Q2	$253K	Sell	3,592 -29	-0.8%	-$1.92K	0.05%	88
2023 Q1	$231K	Sell	3,621 -1	-0%	-$61	0.05%	91
2022 Q4	$212K	Sell	3,622 -220	-6%	-$13.2K	0.05%	98
2022 Q3	$222K	Buy	3,842 +186	+5%	+$12.1K	0.06%	89
2022 Q2	$221K	Buy	3,656 +2,868	+364%	+$190K	0.06%	91
2022 Q1	$60K	Sell	788 -2,868	-78%	-$215K	0.03%	97
2021 Q4	$306K	Sell	3,656 -28	-0.8%	-$2.26K	0.09%	75
2021 Q3	$272K	Hold	3,684	–	–	0.09%	79
2021 Q2	$268K	Hold	3,684	–	–	0.1%	75
2021 Q1	$240K	Hold	3,684	–	–	0.1%	73
2020 Q4	$235K	Hold	3,684	–	–	0.11%	73
2020 Q3	$213K	Sell	3,684 -188	-5%	-$10.6K	0.11%	69
2020 Q2	$201K	Hold	3,872	–	–	0.11%	69
2020 Q1	$160K	Sell	3,872 -92	-2%	-$4.35K	0.1%	72
2019 Q4	$192K	Hold	3,964	–	–	0.1%	78
2019 Q3	$178K	Sell	3,964 -48	-1%	-$2.17K	0.1%	79
2019 Q2	$180K	Sell	4,012 -88	-2%	-$3.87K	0.1%	77
2019 Q1	$177K	Hold	4,100	–	–	0.1%	79
2018 Q4	$154K	Sell	4,100 -52	-1%	-$2.1K	0.1%	77
2018 Q3	$184K	Hold	4,152	–	–	0.1%	77
2018 Q2	$169K	Hold	4,152	–	–	0.1%	78
2018 Q1	$161K	Sell	4,152 -720	-15%	-$28.7K	0.1%	82
2017 Q4	$186K	Hold	4,872	–	–	0.11%	66
2017 Q3	$175K	Buy	+4,872	New	+$172K	0.11%	69
2016 Q2	–	Sell	-5,292	Closed	-$153K	–	119
2016 Q1	$153K	Hold	5,292	–	–	0.12%	60
2015 Q4	$153K	Buy	+5,292	New	+$154K	0.13%	59

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

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

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IVW Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q2 2026, selling an estimated $1.72K and leaving 3,645 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #80.

Moisand Fitzgerald Tamayo first reported a position in IVW in Q4 2015 and has held it in 38 quarters since. 563 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Moisand Fitzgerald Tamayo held 3,645 shares of iShares S&P 500 Growth ETF worth $501K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 13 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
iShares S&P 500 Growth ETF made up 0.05% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #80 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 38 quarters since.
563 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.