STACKSTONE WEALTH, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

STACKSTONE WEALTH, 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 Q3	$7.81M	Buy	+54,881	New	+$7.61M	0.77%	38

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IVW Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 54,881 shares worth $7.81M. The stake represents 0.77% of the portfolio and ranks #38 among its holdings.

580 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

STACKSTONE WEALTH, LLC held 54,881 shares of iShares S&P 500 Growth ETF worth $7.81M as of Q3 2026.
iShares S&P 500 Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.77% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #38 holding.
580 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.