WFC
IVW icon

Western Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Western Financial Corp’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 		$285K Sell
2,069
-100
-5% -$13.2K 0.08% 112
2026
Q1 		$245K Sell
2,169
-15
-0.7% -$1.8K 0.1% 110
2025
Q4 		$269K Sell
2,184
-290
-12% -$35.5K 0.11% 103
2025
Q3 		$299K Sell
2,474
-477
-16% -$54.9K 0.13% 108
2025
Q2 		$325K Sell
2,951
-393
-12% -$38.9K 0.17% 105
2025
Q1 		$310K Sell
3,344
-233
-7% -$23.5K 0.18% 105
2024
Q4 		$363K Sell
3,577
-2,293
-39% -$229K 0.2% 105
2024
Q3 		$562K Sell
5,870
-458
-7% -$42.3K 0.32% 81
2024
Q2 		$586K Buy
6,328
+2,098
+50% +$181K 0.35% 78
2024
Q1 		$357K Buy
+4,230
New +$340K 0.22% 92

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
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Western Financial Corp's IVW Position: Q2 2026 in Review

Western Financial Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.6% in Q2 2026, selling an estimated $13.2K and leaving 2,069 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #112.

Western Financial Corp first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $586K in Q2 2024. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Western Financial Corp held 2,069 shares of iShares S&P 500 Growth ETF worth $285K as of Q2 2026.
  • Western Financial Corp sold 100 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.2K.
  • iShares S&P 500 Growth ETF made up 0.08% of Western Financial Corp's portfolio in Q2 2026, its #112 holding.
  • Western Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Western Financial Corp's iShares S&P 500 Growth ETF position peaked at $586K in Q2 2024.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.