RF
IVW icon

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

Roxbury Financial’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 		$80K Hold
581
– – 0.06% 162
2026
Q1 		$65.8K Hold
581
– – 0.06% 166
2025
Q4 		$71.6K Buy
581
+1
+0.2% +$122 0.06% 156
2025
Q3 		$70K Buy
580
+1
+0.2% +$115 0.06% 151
2025
Q2 		$63.8K Buy
579
+34
+6% +$3.37K 0.06% 152
2025
Q1 		$55.2K Sell
545
-498
-48% -$50.2K 0.05% 159
2024
Q4 		$105K Buy
+1,043
New +$104K 0.1% 113

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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Roxbury Financial's IVW Position: Q2 2026 in Review

Roxbury Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 581 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #162.

Roxbury Financial first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q4 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Roxbury Financial held 581 shares of iShares S&P 500 Growth ETF worth $80K as of Q2 2026.
  • Roxbury Financial left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #162 holding.
  • Roxbury Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares S&P 500 Growth ETF position peaked at $105K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.