UFF
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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
+389,049
+1,340% +$51.4M 10.53% 5
2026
Q1 		$3.28M Sell
29,041
-495,268
-94% -$59.6M 0.62% 13
2025
Q4 		$64.6M Sell
524,309
-23,153
-4% -$2.83M 11.76% 4
2025
Q3 		$66.1M Sell
547,462
-25,638
-4% -$2.95M 11.64% 3
2025
Q2 		$63.1M Sell
573,100
-742,707
-56% -$73.5M 10.77% 5
2025
Q1 		$122M Buy
1,315,807
+488,603
+59% +$49.3M 20.17% 2
2024
Q4 		$84M Sell
827,204
-10,885
-1% -$1.09M 13.2% 1
2024
Q3 		$80.2M Sell
838,089
-36,426
-4% -$3.36M 12.48% 3
2024
Q2 		$80.9M Sell
874,515
-28,183
-3% -$2.43M 13.12% 1
2024
Q1 		$76.2M Buy
902,698
+47,259
+6% +$3.8M 12.36% 1
2023
Q4 		$64.2M Buy
+855,439
New +$60.9M 11.24% 5
2022
Q2 		– Sell
-20
Closed -$2K – 386
2022
Q1 		$2K Sell
20
-69
-78% -$5.18K ﹤0.01% 237
2021
Q4 		$7K Buy
+89
New +$7.17K 0.01% 204
2021
Q1 		– Sell
-96
Closed -$6K – 384
2020
Q4 		$6K Hold
96
– – ﹤0.01% 193
2020
Q3 		$6K Buy
+96
New +$5.43K ﹤0.01% 168

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USA Financial Formulas's IVW Position: Q2 2026 in Review

USA Financial Formulas increased its iShares S&P 500 Growth ETF (IVW) stake by 1,340% in Q2 2026, buying an estimated $51.4M and bringing the position to 418,090 shares worth $57.5M. The position accounts for 10.53% of the portfolio, ranked #5.

USA Financial Formulas first reported a position in IVW in Q3 2020 and has held it in 15 quarters since. The position peaked at $122M in Q1 2025. 2,131 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.
  • USA Financial Formulas bought 389,049 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $51.4M.
  • iShares S&P 500 Growth ETF made up 10.53% of USA Financial Formulas's portfolio in Q2 2026, its #5 holding.
  • USA Financial Formulas first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 15 quarters since.
  • USA Financial Formulas's iShares S&P 500 Growth ETF position peaked at $122M in Q1 2025.
  • 2,131 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.