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

Tobias 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	$6.9M	Sell	50,150 -686	-1%	-$90.6K	0.88%	23
2026 Q1	$5.75M	Sell	50,836 -2,041	-4%	-$245K	0.8%	24
2025 Q4	$6.52M	Sell	52,877 -2,237	-4%	-$274K	0.92%	23
2025 Q3	$6.65M	Sell	55,114 -554	-1%	-$63.7K	1.01%	22
2025 Q2	$6.13M	Sell	55,668 -1,501	-3%	-$149K	1.05%	21
2025 Q1	$5.31M	Sell	57,169 -1,734	-3%	-$175K	1.03%	22
2024 Q4	$5.98M	Sell	58,903 -1,470	-2%	-$147K	1.2%	19
2024 Q3	$5.78M	Sell	60,373 -2,094	-3%	-$193K	1.16%	19
2024 Q2	$5.78M	Sell	62,467 -1,627	-3%	-$140K	1.25%	18
2024 Q1	$5.41M	Sell	64,094 -588	-0.9%	-$47.2K	1.23%	21
2023 Q4	$4.86M	Sell	64,682 -1,513	-2%	-$108K	1.18%	21
2023 Q3	$4.53M	Buy	66,195 +1,864	+3%	+$132K	1.19%	23
2023 Q2	$4.53M	Sell	64,331 -3,467	-5%	-$229K	1.22%	24
2023 Q1	$4.33M	Sell	67,798 -6,485	-9%	-$396K	1.27%	25
2022 Q4	$4.35M	Buy	74,283 +49,641	+201%	+$2.98M	1.43%	23
2022 Q3	$1.43M	Sell	24,642 -12,441	-34%	-$808K	0.5%	37
2022 Q2	$2.24M	Buy	37,083 +11,537	+45%	+$763K	0.75%	32
2022 Q1	$1.95M	Buy	+25,546	New	+$1.92M	0.67%	31
2021 Q4	–	Sell	-23,610	Closed	-$1.75M	–	90
2021 Q3	$1.75M	Sell	23,610 -6	-0%	-$457	0.65%	30
2021 Q2	$1.72M	Hold	23,616	–	–	0.68%	33
2021 Q1	$1.54M	Sell	23,616 -3,392	-13%	-$219K	0.65%	34
2020 Q4	$1.72M	Sell	27,008 -676	-2%	-$41K	0.79%	28
2020 Q3	$1.6M	Sell	27,684 -2,304	-8%	-$130K	0.88%	26
2020 Q2	$1.56M	Sell	29,988 -32	-0.1%	-$1.53K	0.91%	25
2020 Q1	$1.24M	Sell	30,020 -708	-2%	-$33.5K	0.9%	23
2019 Q4	$1.49M	Buy	+30,728	New	+$1.42M	0.95%	23

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

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

Tobias Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $90.6K and leaving 50,150 shares worth $6.9M. The position accounts for 0.88% of the portfolio, ranked #23.

Tobias Financial Advisors first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tobias Financial Advisors held 50,150 shares of iShares S&P 500 Growth ETF worth $6.9M as of Q2 2026.
Tobias Financial Advisors sold 686 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $90.6K.
iShares S&P 500 Growth ETF made up 0.88% of Tobias Financial Advisors's portfolio in Q2 2026, its #23 holding.
Tobias Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.