ABLE Financial Group
IVW icon

ABLE Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

ABLE Financial Group’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 		$889K Hold
6,247
– – 0.14% 103
2026
Q2 		$859K Hold
6,247
– – 0.14% 110
2026
Q1 		$707K Hold
6,247
– – 0.14% 113
2025
Q4 		$770K Buy
6,247
+231
+4% +$28.3K 0.16% 98
2025
Q3 		$726K Buy
6,016
+232
+4% +$26.7K 0.16% 102
2025
Q2 		$637K Buy
+5,784
New +$572K 0.15% 104
2025
Q1 		– Sell
-3,523
Closed -$358K – 206
2024
Q4 		$358K Hold
3,523
– – 0.11% 133
2024
Q3 		$337K Hold
3,523
– – 0.1% 135
2024
Q2 		$326K Sell
3,523
-149
-4% -$12.8K 0.12% 131
2024
Q1 		$310K Hold
3,672
– – 0.12% 118
2023
Q4 		$276K Buy
3,672
+711
+24% +$50.6K 0.12% 120
2023
Q3 		$203K Sell
2,961
-19
-0.6% -$1.34K 0.1% 131
2023
Q2 		$210K Buy
+2,980
New +$197K 0.11% 135

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ABLE Financial Group's IVW Position: Q3 2026 in Review

ABLE Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 6,247 shares worth $889K. The position accounts for 0.14% of the portfolio, ranked #103.

ABLE Financial Group first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • ABLE Financial Group held 6,247 shares of iShares S&P 500 Growth ETF worth $889K as of Q3 2026.
  • ABLE Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.14% of ABLE Financial Group's portfolio in Q3 2026, its #103 holding.
  • ABLE Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.