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

Swisher Financial Concepts’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	$239K	Sell	1,738 -1,505	-46%	-$199K	0.15%	63
2026 Q1	$367K	Sell	3,243 -28	-0.9%	-$3.37K	0.21%	63
2025 Q4	$403K	Buy	3,271 +23	+0.7%	+$2.81K	0.23%	58
2025 Q3	$392K	Sell	3,248 -183	-5%	-$21K	0.24%	55
2025 Q2	$378K	Sell	3,431 -848	-20%	-$83.9K	0.24%	58
2025 Q1	$397K	Buy	4,279 +1,029	+32%	+$104K	0.33%	49
2024 Q4	$330K	Sell	3,250 -1,298	-29%	-$129K	0.39%	42
2024 Q3	$429K	Sell	4,548 -28	-0.6%	-$2.58K	0.27%	58
2024 Q2	$430K	Buy	4,576 +1	+0%	+$86	0.44%	44
2024 Q1	$384K	Sell	4,575 -28	-0.6%	-$2.25K	0.33%	48
2023 Q4	$347K	Buy	+4,603	New	+$328K	0.33%	52

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

Swisher Financial Concepts's IVW Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares S&P 500 Growth ETF (IVW) stake by 46% in Q2 2026, selling an estimated $199K and leaving 1,738 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #63.

Swisher Financial Concepts first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $430K in Q2 2024. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Swisher Financial Concepts held 1,738 shares of iShares S&P 500 Growth ETF worth $239K as of Q2 2026.
Swisher Financial Concepts sold 1,505 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $199K.
iShares S&P 500 Growth ETF made up 0.15% of Swisher Financial Concepts's portfolio in Q2 2026, its #63 holding.
Swisher Financial Concepts first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's iShares S&P 500 Growth ETF position peaked at $430K in Q2 2024.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.