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

Professional 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 		$335K Buy
2,433
+53
+2% +$7K 0.06% 109
2026
Q1 		$269K Sell
2,380
-22
-0.9% -$2.65K 0.05% 118
2025
Q4 		$296K Hold
2,402
– – 0.06% 104
2025
Q3 		$290K Buy
2,402
+42
+2% +$4.83K 0.06% 105
2025
Q2 		$260K Sell
2,360
-70
-3% -$6.93K 0.06% 103
2025
Q1 		$226K Buy
+2,430
New +$245K 0.06% 101

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Professional Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q2 2026, buying an estimated $7K and bringing the position to 2,433 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #109.

Professional Financial Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Professional Financial Advisors held 2,433 shares of iShares S&P 500 Growth ETF worth $335K as of Q2 2026.
  • Professional Financial Advisors bought 53 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7K.
  • iShares S&P 500 Growth ETF made up 0.06% of Professional Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Professional Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.