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OFC Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

OFC Financial Planning’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 		$1.41M Sell
10,233
-365
-3% -$48.2K 1.25% 23
2026
Q1 		$1.2M Hold
10,598
– – 1.18% 24
2025
Q4 		$1.31M Hold
10,598
– – 1.24% 19
2025
Q3 		$1.28M Hold
10,598
– – 1.27% 18
2025
Q2 		$1.17M Sell
10,598
-1,766
-14% -$175K 1.24% 20
2025
Q1 		$1.15M Sell
12,364
-240
-2% -$24.2K 1.3% 18
2024
Q4 		$1.28M Buy
+12,604
New +$1.26M 1.35% 17

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFC Financial Planning's IVW Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, selling an estimated $48.2K and leaving 10,233 shares worth $1.41M. The position accounts for 1.25% of the portfolio, ranked #23.

OFC Financial Planning first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • OFC Financial Planning held 10,233 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
  • OFC Financial Planning sold 365 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $48.2K.
  • iShares S&P 500 Growth ETF made up 1.25% of OFC Financial Planning's portfolio in Q2 2026, its #23 holding.
  • OFC Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.