4J Wealth Management
IVW icon

4J Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

4J Wealth Management’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 		$905K Sell
6,361
-1,700
-21% -$236K 0.42% 44
2026
Q2 		$1.11M Sell
8,061
-400
-5% -$52.8K 0.54% 32
2026
Q1 		$957K Sell
8,461
-16
-0.2% -$1.92K 0.54% 33
2025
Q4 		$1.04M Hold
8,477
– – 0.6% 30
2025
Q3 		$1.02M Buy
8,477
+10
+0.1% +$1.15K 0.6% 32
2025
Q2 		$932K Sell
8,467
-111
-1% -$11K 0.63% 30
2025
Q1 		$796K Buy
8,578
+100
+1% +$10.1K 0.63% 33
2024
Q4 		$861K Sell
8,478
-10
-0.1% -$998 0.7% 30
2024
Q3 		$813K Hold
8,488
– – 0.63% 32
2024
Q2 		$785K Sell
8,488
-50
-0.6% -$4.31K 0.65% 31
2024
Q1 		$721K Sell
8,538
-185
-2% -$14.9K 0.62% 35
2023
Q4 		$655K Sell
8,723
-1,139
-12% -$81.1K 0.6% 36
2023
Q3 		$675K Sell
9,862
-443
-4% -$31.4K 0.67% 33
2023
Q2 		$726K Sell
10,305
-290
-3% -$19.2K 0.7% 34
2023
Q1 		$677K Sell
10,595
-960
-8% -$58.7K 0.73% 32
2022
Q4 		$676K Sell
11,555
-395
-3% -$23.7K 0.79% 32
2022
Q3 		$691K Sell
11,950
-245
-2% -$15.9K 0.88% 29
2022
Q2 		$736K Sell
12,195
-1,034
-8% -$68.4K 0.93% 30
2022
Q1 		$1.01M Sell
13,229
-100
-0.8% -$7.51K 0.88% 28
2021
Q4 		$1.12M Sell
13,329
-200
-1% -$16.1K 0.94% 27
2021
Q3 		$1M Sell
13,529
-4,175
-24% -$318K 0.87% 32
2021
Q2 		$1.29M Sell
17,704
-384
-2% -$26.6K 1.12% 26
2021
Q1 		$1.18M Hold
18,088
– – 1.1% 29
2020
Q4 		$1.15M Buy
+18,088
New +$1.1M 1.11% 28

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

4J Wealth Management's IVW Position: Q3 2026 in Review

4J Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q3 2026, selling an estimated $236K and leaving 6,361 shares worth $905K. The position accounts for 0.42% of the portfolio, ranked #44.

4J Wealth Management first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q2 2021. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • 4J Wealth Management held 6,361 shares of iShares S&P 500 Growth ETF worth $905K as of Q3 2026.
  • 4J Wealth Management sold 1,700 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $236K.
  • iShares S&P 500 Growth ETF made up 0.42% of 4J Wealth Management's portfolio in Q3 2026, its #44 holding.
  • 4J Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 4J Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.29M in Q2 2021.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.