Absolute Capital Management
IVW icon

Absolute Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Absolute Capital 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 		$8.8M Buy
61,855
+6,161
+11% +$854K 2.04% 9
2026
Q2 		$7.66M Buy
55,694
+11,848
+27% +$1.56M 1.91% 10
2026
Q1 		$4.96M Buy
43,846
+13,367
+44% +$1.61M 1.65% 17
2025
Q4 		$3.76M Buy
30,479
+12,270
+67% +$1.5M 1.37% 24
2025
Q3 		$2.2M Buy
18,209
+828
+5% +$95.2K 0.94% 35
2025
Q2 		$1.91M Sell
17,381
-938
-5% -$92.8K 0.96% 36
2025
Q1 		$1.7M Sell
18,319
-105
-0.6% -$10.6K 0.98% 31
2024
Q4 		$1.88M Buy
18,424
+1,129
+7% +$113K 1.04% 29
2024
Q3 		$1.66M Sell
17,295
-1,652
-9% -$153K 0.98% 31
2024
Q2 		$1.75M Buy
18,947
+6,626
+54% +$571K 1.06% 29
2024
Q1 		$1.04M Buy
12,321
+4,946
+67% +$397K 0.66% 42
2023
Q4 		$554K Buy
7,375
+358
+5% +$25.5K 0.5% 52
2023
Q3 		$481K Buy
7,017
+4,173
+147% +$295K 0.46% 56
2023
Q2 		$200K Buy
+2,844
New +$188K 0.18% 79
2022
Q4 		– Sell
-374
Closed -$21.7K – 291
2022
Q3 		$21.7K Buy
+374
New +$24.3K 0.03% 125
2022
Q1 		– Sell
-114
Closed -$9.5K – 268
2021
Q4 		$9.5K Buy
+114
New +$9.18K 0.01% 194

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

Absolute Capital Management's IVW Position: Q3 2026 in Review

Absolute Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q3 2026, buying an estimated $854K and bringing the position to 61,855 shares worth $8.8M. The position accounts for 2.04% of the portfolio, ranked #9.

Absolute Capital Management first reported a position in IVW in Q4 2021 and has held it in 16 quarters since. 785 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Absolute Capital Management held 61,855 shares of iShares S&P 500 Growth ETF worth $8.8M as of Q3 2026.
  • Absolute Capital Management bought 6,161 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $854K.
  • iShares S&P 500 Growth ETF made up 2.04% of Absolute Capital Management's portfolio in Q3 2026, its #9 holding.
  • Absolute Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Absolute Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.