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

Toth Financial Advisory’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	$14.3K	Hold	104	–	–	﹤0.01%	545
2026 Q1	$11.8K	Hold	104	–	–	﹤0.01%	542
2025 Q4	$12.8K	Hold	104	–	–	﹤0.01%	524
2025 Q3	$12.6K	Hold	104	–	–	﹤0.01%	520
2025 Q2	$11.5K	Sell	104 -85	-45%	-$8.41K	﹤0.01%	477
2025 Q1	$17.5K	Hold	189	–	–	﹤0.01%	412
2024 Q4	$19.2K	Hold	189	–	–	﹤0.01%	399
2024 Q3	$18.1K	Hold	189	–	–	﹤0.01%	399
2024 Q2	$17.5K	Hold	189	–	–	﹤0.01%	407
2024 Q1	$16K	Sell	189 -84	-31%	-$6.75K	﹤0.01%	411
2023 Q4	$20.5K	Hold	273	–	–	﹤0.01%	389
2023 Q3	$18.7K	Hold	273	–	–	﹤0.01%	380
2023 Q2	$19.2K	Buy	273 +84	+44%	+$5.55K	﹤0.01%	395
2023 Q1	$12.1K	Hold	189	–	–	﹤0.01%	438
2022 Q4	$11.1K	Hold	189	–	–	﹤0.01%	432
2022 Q3	$11K	Sell	189 -10	-5%	-$650	﹤0.01%	439
2022 Q2	$12K	Hold	199	–	–	﹤0.01%	418
2022 Q1	$15K	Hold	199	–	–	﹤0.01%	412
2021 Q4	$17K	Hold	199	–	–	﹤0.01%	416
2021 Q3	$15K	Hold	199	–	–	﹤0.01%	430
2021 Q2	$14K	Hold	199	–	–	﹤0.01%	419
2021 Q1	$13K	Sell	199 -69	-26%	-$4.46K	﹤0.01%	437
2020 Q4	$17K	Hold	268	–	–	﹤0.01%	362
2020 Q3	$15K	Hold	268	–	–	﹤0.01%	344
2020 Q2	$14K	Hold	268	–	–	﹤0.01%	316
2020 Q1	$11K	Sell	268 -40	-13%	-$1.89K	﹤0.01%	269
2019 Q4	$15K	Sell	308 -64	-17%	-$2.97K	﹤0.01%	279
2019 Q3	$17K	Hold	372	–	–	﹤0.01%	284
2019 Q2	$17K	Hold	372	–	–	﹤0.01%	285
2019 Q1	$16K	Hold	372	–	–	﹤0.01%	278
2018 Q4	$14K	Hold	372	–	–	﹤0.01%	264
2018 Q3	$16K	Hold	372	–	–	﹤0.01%	282
2018 Q2	$15K	Hold	372	–	–	﹤0.01%	287
2018 Q1	$14K	Hold	372	–	–	﹤0.01%	297
2017 Q4	$14K	Buy	+372	New	+$13.9K	﹤0.01%	297

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

Toth Financial Advisory's IVW Position: Q2 2026 in Review

Toth Financial Advisory held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 104 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Toth Financial Advisory first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $20.5K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Toth Financial Advisory held 104 shares of iShares S&P 500 Growth ETF worth $14.3K as of Q2 2026.
Toth Financial Advisory left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #545 holding.
Toth Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's iShares S&P 500 Growth ETF position peaked at $20.5K in Q4 2023.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.