Adirondack Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Adirondack Capital Advisors’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	$7.75M	Buy	54,485 +9,410	+21%	+$1.3M	4%	7
2026 Q2	$6.2M	Buy	45,075 +10,146	+29%	+$1.34M	3.32%	7
2026 Q1	$3.95M	Buy	34,929 +9,207	+36%	+$1.11M	2.54%	10
2025 Q4	$3.17M	Buy	+25,722	New	+$3.15M	2.13%	11

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Adirondack Capital Advisors's IVW Position: Q3 2026 in Review

Adirondack Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q3 2026, buying an estimated $1.3M and bringing the position to 54,485 shares worth $7.75M. The position accounts for 4% of the portfolio, ranked #7.

Adirondack Capital Advisors first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Adirondack Capital Advisors held 54,485 shares of iShares S&P 500 Growth ETF worth $7.75M as of Q3 2026.
Adirondack Capital Advisors bought 9,410 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.3M.
iShares S&P 500 Growth ETF made up 4% of Adirondack Capital Advisors's portfolio in Q3 2026, its #7 holding.
Adirondack Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Adirondack Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.