Superior Planning, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Superior Planning, 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	$8.92M	Buy	+62,727	New	+$8.7M	3.71%	3

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's IVW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 62,727 shares worth $8.92M. The stake represents 3.71% of the portfolio and ranks #3 among its holdings.

1,727 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Superior Planning, LLC held 62,727 shares of iShares S&P 500 Growth ETF worth $8.92M as of Q3 2026.
iShares S&P 500 Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares S&P 500 Growth ETF made up 3.71% of Superior Planning, LLC's portfolio in Q3 2026, its #3 holding.
1,727 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.