Accretive Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Accretive Wealth Partners’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	$566K	Hold	3,975	–	–	0.12%	116
2026 Q2	$547K	Sell	3,975 -9	-0.2%	-$1.19K	0.13%	118
2026 Q1	$451K	Buy	3,984 +360	+10%	+$43.3K	0.13%	128
2025 Q4	$447K	Hold	3,624	–	–	0.13%	113
2025 Q3	$437K	Hold	3,624	–	–	0.13%	112
2025 Q2	$399K	Hold	3,624	–	–	0.13%	116
2025 Q1	$349K	Buy	+3,624	New	+$365K	0.12%	120
2024 Q4	–	Sell	-3,624	Closed	-$347K	–	130
2024 Q3	$347K	Hold	3,624	–	–	0.15%	113
2024 Q2	$335K	Hold	3,624	–	–	0.14%	116
2024 Q1	$302K	Hold	3,624	–	–	0.13%	119
2023 Q4	$272K	Hold	3,624	–	–	0.13%	121
2023 Q3	$248K	Hold	3,624	–	–	0.15%	111
2023 Q2	$255K	Hold	3,624	–	–	0.15%	106
2023 Q1	$232K	Hold	3,624	–	–	0.15%	106
2022 Q4	$212K	Buy	+3,624	New	+$218K	0.15%	107

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Accretive Wealth Partners's IVW Position: Q3 2026 in Review

Accretive Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,975 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #116.

Accretive Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 1,718 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Accretive Wealth Partners held 3,975 shares of iShares S&P 500 Growth ETF worth $566K as of Q3 2026.
Accretive Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.12% of Accretive Wealth Partners's portfolio in Q3 2026, its #116 holding.
Accretive Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,718 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.