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

Pathway 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	$4.04M	Sell	29,821 -85	-0.3%	-$11.2K	0.47%	26
2026 Q1	$3.43M	Hold	29,906	–	–	0.42%	27
2025 Q4	$3.72M	Sell	29,906 -244	-0.8%	-$29.9K	0.47%	27
2025 Q3	$3.64M	Hold	30,150	–	–	0.49%	26
2025 Q2	$3.32M	Buy	30,150 +3,970	+15%	+$393K	0.49%	27
2025 Q1	$2.43M	Sell	26,180 -645	-2%	-$65K	0.44%	30
2024 Q4	$2.72M	Hold	26,825	–	–	0.63%	23
2024 Q3	$2.57M	Sell	26,825 -335	-1%	-$30.9K	0.66%	25
2024 Q2	$2.51M	Hold	27,160	–	–	0.68%	24
2024 Q1	$2.29M	Buy	27,160 +916	+3%	+$73.6K	0.62%	25
2023 Q4	$1.97M	Hold	26,244	–	–	0.57%	26
2023 Q3	$1.8M	Hold	26,244	–	–	0.61%	25
2023 Q2	$1.85M	Hold	26,244	–	–	0.6%	24
2023 Q1	$1.68M	Hold	26,244	–	–	0.57%	27
2022 Q4	$1.54M	Buy	26,244 +690	+3%	+$41.4K	0.47%	29
2022 Q3	$1.48M	Buy	25,554 +150	+0.6%	+$9.75K	0.51%	26
2022 Q2	$1.53M	Buy	25,404 +2,153	+9%	+$142K	0.64%	27
2022 Q1	$1.78M	Hold	23,251	–	–	0.66%	24
2021 Q4	$1.78M	Buy	+23,251	New	+$1.87M	0.64%	23
2021 Q1	$1.65M	Hold	24,164	–	–	0.65%	27
2020 Q4	$1.53M	Hold	24,164	–	–	0.64%	25
2020 Q3	$1.41M	Sell	24,164 -160	-0.7%	-$9.06K	0.55%	25
2020 Q2	$1.26M	Sell	24,324 -1,452	-6%	-$69.6K	0.38%	26
2020 Q1	$1.02M	Sell	25,776 -5,360	-17%	-$253K	0.34%	26
2019 Q4	$1.58M	Sell	31,136 -40	-0.1%	-$1.85K	0.45%	27
2019 Q3	$1.44M	Sell	31,176 -952	-3%	-$43.1K	0.41%	30
2019 Q2	$1.44M	Buy	32,128 +112	+0.3%	+$4.93K	0.42%	31
2019 Q1	$1.38M	Buy	32,016 +4,400	+16%	+$180K	0.43%	31
2018 Q4	$1.04M	Hold	27,616	–	–	0.58%	29
2018 Q3	$1.07M	Buy	27,616 +11,544	+72%	+$496K	0.59%	28
2018 Q2	$653K	Sell	16,072 -60	-0.4%	-$2.41K	0.38%	37
2018 Q1	$625K	Hold	16,132	–	–	0.36%	36
2017 Q4	$616K	Buy	+16,132	New	+$603K	0.36%	37

Other funds holding IVW

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

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Pathway Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.28% in Q2 2026, selling an estimated $11.2K and leaving 29,821 shares worth $4.04M. The position accounts for 0.47% of the portfolio, ranked #26.

Pathway Financial Advisors first reported a position in IVW in Q4 2017 and has held it in 33 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pathway Financial Advisors held 29,821 shares of iShares S&P 500 Growth ETF worth $4.04M as of Q2 2026.
Pathway Financial Advisors sold 85 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares S&P 500 Growth ETF made up 0.47% of Pathway Financial Advisors's portfolio in Q2 2026, its #26 holding.
Pathway Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 33 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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