USA FINANCIAL FORMULAS’s iShares S&P 500 Growth ETF IVW Stock Holding History

USA FINANCIAL FORMULAS’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	$57.5M	Buy	+418,090	New	+$55.2M	10.53%	5

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

USA FINANCIAL FORMULAS's IVW Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 418,090 shares worth $57.5M. The stake represents 10.53% of the portfolio and ranks #5 among its holdings.

1,251 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

USA FINANCIAL FORMULAS held 418,090 shares of iShares S&P 500 Growth ETF worth $57.5M as of Q2 2026.
iShares S&P 500 Growth ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares S&P 500 Growth ETF made up 10.53% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #5 holding.
1,251 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.