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

Able 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	$2.03M	Buy	13,978 +136	+1%	+$18.9K	0.45%	46
2026 Q2	$1.9M	Buy	13,842 +53	+0.4%	+$7K	0.44%	48
2026 Q1	$1.56M	Sell	13,789 -50	-0.4%	-$6.01K	0.42%	45
2025 Q4	$1.71M	Buy	13,839 +58	+0.4%	+$7.1K	0.54%	39
2025 Q3	$1.66M	Sell	13,781 -336	-2%	-$38.6K	0.63%	37
2025 Q2	$1.55M	Buy	14,117 +2,073	+17%	+$205K	0.78%	34
2025 Q1	$1.12M	Sell	12,044 -264	-2%	-$26.6K	0.66%	37
2024 Q4	$1.25M	Sell	12,308 -1,040	-8%	-$104K	0.82%	30
2024 Q3	$1.28M	Sell	13,348 -40	-0.3%	-$3.69K	0.97%	22
2024 Q2	$1.24M	Sell	13,388 -561	-4%	-$48.4K	1.02%	24
2024 Q1	$1.18M	Sell	13,949 -410	-3%	-$32.9K	1.03%	22
2023 Q4	$1.08M	Buy	+14,359	New	+$1.02M	0.98%	23

Other funds holding IVW

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

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

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Able Wealth Management's IVW Position: Q3 2026 in Review

Able Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q3 2026, buying an estimated $18.9K and bringing the position to 13,978 shares worth $2.03M. The position accounts for 0.45% of the portfolio, ranked #46.

Able Wealth Management first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 829 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Able Wealth Management held 13,978 shares of iShares S&P 500 Growth ETF worth $2.03M as of Q3 2026.
Able Wealth Management bought 136 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $18.9K.
iShares S&P 500 Growth ETF made up 0.45% of Able Wealth Management's portfolio in Q3 2026, its #46 holding.
Able Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
829 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.