North Forty Two & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

North Forty Two & Co’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	$271K	Hold	1,972	–	–	0.23%	87
2026 Q1	$223K	Hold	1,972	–	–	0.21%	93
2025 Q4	$243K	Hold	1,972	–	–	0.23%	91
2025 Q3	$238K	Hold	1,972	–	–	0.23%	90
2025 Q2	$217K	Buy	+1,972	New	+$195K	0.23%	92
2025 Q1	–	Sell	-2,272	Closed	-$231K	–	98
2024 Q4	$231K	Buy	+2,272	New	+$227K	0.27%	82

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

North Forty Two & Co's IVW Position: Q2 2026 in Review

North Forty Two & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,972 shares worth $271K. The position accounts for 0.23% of the portfolio, ranked #87.

North Forty Two & Co first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 1,248 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

North Forty Two & Co held 1,972 shares of iShares S&P 500 Growth ETF worth $271K as of Q2 2026.
North Forty Two & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.23% of North Forty Two & Co's portfolio in Q2 2026, its #87 holding.
North Forty Two & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,248 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.