A4 Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

A4 Wealth Advisors’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	$11.2M	Buy	78,859 +3,281	+4%	+$455K	7.34%	3
2026 Q2	$10.4M	Buy	75,578 +13,055	+21%	+$1.72M	6.89%	3
2026 Q1	$7.07M	Buy	62,523 +15,732	+34%	+$1.89M	5.78%	5
2025 Q4	$5.77M	Buy	46,791 +19,484	+71%	+$2.38M	4.99%	3
2025 Q3	$3.3M	Buy	+27,307	New	+$3.14M	2.78%	5

Other funds holding IVW

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

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

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

A4 Wealth Advisors's IVW Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q3 2026, buying an estimated $455K and bringing the position to 78,859 shares worth $11.2M. The position accounts for 7.34% of the portfolio, ranked #3.

A4 Wealth Advisors first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

A4 Wealth Advisors held 78,859 shares of iShares S&P 500 Growth ETF worth $11.2M as of Q3 2026.
A4 Wealth Advisors bought 3,281 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $455K.
iShares S&P 500 Growth ETF made up 7.34% of A4 Wealth Advisors's portfolio in Q3 2026, its #3 holding.
A4 Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.