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

Woodward 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	$3.06M	Hold	22,221	–	–	1.02%	16
2026 Q1	$2.42M	Sell	22,221 -488	-2%	-$58.7K	0.93%	18
2025 Q4	$2.8M	Hold	22,709	–	–	1.05%	16
2025 Q3	$2.74M	Sell	22,709 -297	-1%	-$34.2K	1.05%	16
2025 Q2	$2.53M	Hold	23,006	–	–	1.04%	17
2025 Q1	$2.14M	Sell	23,006 -365	-2%	-$36.8K	1.01%	19
2024 Q4	$2.37M	Hold	23,371	–	–	1.17%	18
2024 Q3	$2.24M	Hold	23,371	–	–	1.12%	19
2024 Q2	$2.18M	Sell	23,371 -366	-2%	-$31.6K	1.24%	18
2024 Q1	$2.01M	Hold	23,737	–	–	1.21%	19
2023 Q4	$1.78M	Sell	23,737 -575	-2%	-$40.9K	1.17%	20
2023 Q3	$1.66M	Sell	24,312 -70	-0.3%	-$4.95K	1.23%	19
2023 Q2	$1.72M	Hold	24,382	–	–	1.28%	18
2023 Q1	$1.56M	Hold	24,382	–	–	1.28%	15
2022 Q4	$1.43M	Hold	24,382	–	–	1.22%	16
2022 Q3	$1.41M	Hold	24,382	–	–	1.32%	16
2022 Q2	$1.47M	Hold	24,382	–	–	1.36%	16
2022 Q1	$1.86M	Hold	24,382	–	–	1.91%	11
2021 Q4	$2.04M	Buy	+24,382	New	+$1.96M	2.06%	8

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Woodward Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 22,221 shares worth $3.06M. The position accounts for 1.02% of the portfolio, ranked #16.

Woodward Financial Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Woodward Financial Advisors held 22,221 shares of iShares S&P 500 Growth ETF worth $3.06M as of Q2 2026.
Woodward Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 1.02% of Woodward Financial Advisors's portfolio in Q2 2026, its #16 holding.
Woodward Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.