Accurate Wealth Management
IVW icon

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

Accurate 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 		$642K Sell
4,443
-105
-2% -$14.6K 0.06% 315
2026
Q2 		$630K Buy
4,548
+18
+0.4% +$2.38K 0.06% 297
2026
Q1 		$547K Sell
4,530
-482
-10% -$58K 0.07% 297
2025
Q4 		$625K Sell
5,012
-102
-2% -$12.5K 0.08% 257
2025
Q3 		$613K Buy
5,114
+71
+1% +$8.17K 0.08% 256
2025
Q2 		$560K Sell
5,043
-671
-12% -$66.4K 0.09% 241
2025
Q1 		$516K Sell
5,714
-2,535
-31% -$256K 0.1% 203
2024
Q4 		$834K Sell
8,249
-411
-5% -$41K 0.16% 142
2024
Q3 		$838K Buy
8,660
+5,486
+173% +$506K 0.17% 133
2024
Q2 		$305K Buy
3,174
+407
+15% +$35.1K 0.07% 233
2024
Q1 		$219K Sell
2,767
-47
-2% -$3.78K 0.06% 271
2023
Q4 		$213K Sell
2,814
-343
-11% -$24.4K 0.07% 255
2023
Q3 		$222K Sell
3,157
-299
-9% -$21.2K 0.07% 241
2023
Q2 		$246K Sell
3,456
-256
-7% -$16.9K 0.08% 228
2023
Q1 		$238K Sell
3,712
-10
-0.3% -$611 0.08% 219
2022
Q4 		$219K Buy
3,722
+440
+13% +$26.4K 0.08% 205
2022
Q3 		$340K Sell
3,282
-1,260
-28% -$81.9K 0.14% 124
2022
Q2 		$283K Sell
4,542
-11
-0.2% -$728 0.15% 112
2022
Q1 		$348K Buy
4,553
+2,561
+129% +$192K 0.16% 115
2021
Q4 		$356K Hold
1,992
– – 0.29% 93
2021
Q3 		$340K Sell
1,992
-2,137
-52% -$163K 0.3% 96
2021
Q2 		$300K Buy
+4,129
New +$286K 0.26% 95

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Accurate Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q3 2026, selling an estimated $14.6K and leaving 4,443 shares worth $642K. The position accounts for 0.06% of the portfolio, ranked #315.

Accurate Wealth Management first reported a position in IVW in Q2 2021 and has held it in 22 quarters since. The position peaked at $838K in Q3 2024. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Accurate Wealth Management held 4,443 shares of iShares S&P 500 Growth ETF worth $642K as of Q3 2026.
  • Accurate Wealth Management sold 105 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $14.6K.
  • iShares S&P 500 Growth ETF made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #315 holding.
  • Accurate Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's iShares S&P 500 Growth ETF position peaked at $838K in Q3 2024.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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