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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Hold	1,023	–	–	0.04%	252
2026 Q1	$116K	Hold	1,023	–	–	0.04%	242
2025 Q4	$126K	Sell	1,023 -8	-0.8%	-$979	0.05%	227
2025 Q3	$124K	Hold	1,031	–	–	0.05%	225
2025 Q2	$114K	Hold	1,031	–	–	0.05%	228
2025 Q1	$95.7K	Sell	1,031 -387	-27%	-$39K	0.05%	214
2024 Q4	$144K	Buy	1,418 +1,365	+2,575%	+$136K	0.07%	196
2024 Q3	$5.08K	Hold	53	–	–	﹤0.01%	278
2024 Q2	$4.91K	Hold	53	–	–	﹤0.01%	600
2024 Q1	$4.47K	Hold	53	–	–	﹤0.01%	629
2023 Q4	$3.98K	Buy	+53	New	+$3.77K	﹤0.01%	271

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

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

Register Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,023 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #252.

Register Financial Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q4 2024. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Register Financial Advisors held 1,023 shares of iShares S&P 500 Growth ETF worth $141K as of Q2 2026.
Register Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Register Financial Advisors's portfolio in Q2 2026, its #252 holding.
Register Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Register Financial Advisors's iShares S&P 500 Growth ETF position peaked at $144K in Q4 2024.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.