SAFS
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S&A Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

S&A Financial Services’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 		$338K Sell
2,459
-1
-0% -$132 0.21% 66
2026
Q1 		$278K Buy
+2,460
New +$296K 0.19% 71

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

S&A Financial Services's IVW Position: Q2 2026 in Review

S&A Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q2 2026, selling an estimated $132 and leaving 2,459 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #66.

S&A Financial Services first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • S&A Financial Services held 2,459 shares of iShares S&P 500 Growth ETF worth $338K as of Q2 2026.
  • S&A Financial Services sold 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.21% of S&A Financial Services's portfolio in Q2 2026, its #66 holding.
  • S&A Financial Services first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.