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Advus Financial Partners, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advus Financial Partners, LLC’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 		$8.21M Sell
59,682
-816
-1% -$108K 1.86% 7
2026
Q1 		$6.84M Buy
60,498
+4,256
+8% +$512K 1.71% 11
2025
Q4 		$6.93M Buy
56,242
+1,174
+2% +$144K 1.68% 12
2025
Q3 		$6.65M Sell
55,068
-1,605
-3% -$185K 1.6% 12
2025
Q2 		$6.24M Buy
56,673
+2,395
+4% +$237K 1.59% 12
2025
Q1 		$5.04M Buy
54,278
+2,238
+4% +$226K 1.41% 12
2024
Q4 		$5.28M Buy
52,040
+16,400
+46% +$1.64M 1.49% 13
2024
Q3 		$3.41M Buy
35,640
+11,007
+45% +$1.02M 0.97% 20
2024
Q2 		$2.28M Buy
24,633
+6,974
+39% +$601K 0.69% 29
2024
Q1 		$1.49M Buy
17,659
+16
+0.1% +$1.28K 0.46% 38
2023
Q4 		$1.32M Buy
17,643
+1,950
+12% +$139K 0.45% 40
2023
Q3 		$1.07M Buy
+15,693
New +$1.11M 0.42% 40
2023
Q2 		– Sell
-8,444
Closed -$539K – 163
2023
Q1 		$539K Hold
8,444
– – 0.22% 66
2022
Q4 		$494K Hold
8,444
– – 0.22% 71
2022
Q3 		$488K Sell
8,444
-288
-3% -$18.7K 0.26% 59
2022
Q2 		$527K Sell
8,732
-766
-8% -$50.7K 0.28% 53
2022
Q1 		$725K Buy
+9,498
New +$714K 0.37% 42
2021
Q3 		$216K Buy
+2,580
New +$197K 0.12% 96

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

Advus Financial Partners, LLC's IVW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $108K and leaving 59,682 shares worth $8.21M. The position accounts for 1.86% of the portfolio, ranked #7.

Advus Financial Partners, LLC first reported a position in IVW in Q3 2021 and has held it in 18 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Advus Financial Partners, LLC held 59,682 shares of iShares S&P 500 Growth ETF worth $8.21M as of Q2 2026.
  • Advus Financial Partners, LLC sold 816 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $108K.
  • iShares S&P 500 Growth ETF made up 1.86% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #7 holding.
  • Advus Financial Partners, LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.