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Advisory Solutions Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisory Solutions Group’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 		$372K Sell
2,614
-1,148
-31% -$159K 0.08% 201
2026
Q2 		$517K Buy
+3,762
New +$497K 0.18% 115

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Advisory Solutions Group's IVW Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q3 2026, selling an estimated $159K and leaving 2,614 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #201.

Advisory Solutions Group first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. The position peaked at $517K in Q2 2026. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Advisory Solutions Group held 2,614 shares of iShares S&P 500 Growth ETF worth $372K as of Q3 2026.
  • Advisory Solutions Group sold 1,148 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $159K.
  • iShares S&P 500 Growth ETF made up 0.08% of Advisory Solutions Group's portfolio in Q3 2026, its #201 holding.
  • Advisory Solutions Group first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares S&P 500 Growth ETF position peaked at $517K in Q2 2026.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.