AIFS
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A&I Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

A&I Financial Services’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 		$304K Hold
2,137
– – 0.13% 59
2026
Q2 		$294K Hold
2,137
– – 0.13% 61
2026
Q1 		$242K Hold
2,137
– – 0.11% 65
2025
Q4 		$263K Hold
2,137
– – 0.13% 67
2025
Q3 		$259K Hold
2,137
– – 0.13% 66
2025
Q2 		$235K Buy
+2,137
New +$212K 0.13% 69
2025
Q1 		– Sell
-2,137
Closed -$217K – 75
2024
Q4 		$217K Buy
+2,137
New +$213K 0.21% 66

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

A&I Financial Services's IVW Position: Q3 2026 in Review

A&I Financial Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,137 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #59.

A&I Financial Services first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • A&I Financial Services held 2,137 shares of iShares S&P 500 Growth ETF worth $304K as of Q3 2026.
  • A&I Financial Services left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.13% of A&I Financial Services's portfolio in Q3 2026, its #59 holding.
  • A&I Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.