PFG Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

PFG Investments’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	$2.03M	Buy	14,726 +896	+6%	+$118K	0.08%	221
2026 Q1	$1.56M	Buy	13,830 +4,101	+42%	+$493K	0.07%	246
2025 Q4	$1.2M	Buy	9,729 +191	+2%	+$23.4K	0.06%	302
2025 Q3	$1.15M	Buy	9,538 +2,932	+44%	+$337K	0.06%	293
2025 Q2	$727K	Sell	6,606 -599	-8%	-$59.3K	0.04%	398
2025 Q1	$669K	Buy	7,205 +6	+0.1%	+$605	0.04%	394
2024 Q4	$731K	Buy	7,199 +71	+1%	+$7.08K	0.05%	369
2024 Q3	$683K	Buy	7,128 +1,758	+33%	+$162K	0.04%	388
2024 Q2	$497K	Buy	5,370 +2,085	+63%	+$180K	0.04%	450
2024 Q1	$277K	Buy	+3,285	New	+$264K	0.02%	773

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PFG Investments's IVW Position: Q2 2026 in Review

PFG Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 6.5% in Q2 2026, buying an estimated $118K and bringing the position to 14,726 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #221.

PFG Investments first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

PFG Investments held 14,726 shares of iShares S&P 500 Growth ETF worth $2.03M as of Q2 2026.
PFG Investments bought 896 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $118K.
iShares S&P 500 Growth ETF made up 0.08% of PFG Investments's portfolio in Q2 2026, its #221 holding.
PFG Investments first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.