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

Unify 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 		$3.21M Sell
23,344
-5,620
-19% -$742K 2.96% 7
2026
Q1 		$3.28M Buy
28,964
+2,014
+7% +$242K 3.4% 6
2025
Q4 		$3.32M Buy
+26,950
New +$3.3M 3.46% 6

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Unify Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q2 2026, selling an estimated $742K and leaving 23,344 shares worth $3.21M. The position accounts for 2.96% of the portfolio, ranked #7.

Unify Financial Advisors first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q4 2025. 636 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Unify Financial Advisors held 23,344 shares of iShares S&P 500 Growth ETF worth $3.21M as of Q2 2026.
  • Unify Financial Advisors sold 5,620 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $742K.
  • iShares S&P 500 Growth ETF made up 2.96% of Unify Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Unify Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares S&P 500 Growth ETF position peaked at $3.32M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.