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Advus Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advus Financial 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 		$8.5M Buy
59,784
+102
+0.2% +$14.1K 2.4% 7
2026
Q2 		$8.21M Sell
59,682
-816
-1% -$108K 2.34% 7
2026
Q1 		$6.84M Buy
60,498
+4,256
+8% +$512K 2.59% 10
2025
Q4 		$6.93M Buy
56,242
+1,174
+2% +$144K 2.49% 11
2025
Q3 		$6.65M Sell
55,068
-1,605
-3% -$185K 2.47% 10
2025
Q2 		$6.24M Buy
56,673
+2,395
+4% +$237K 2.46% 10
2025
Q1 		$5.04M Buy
54,278
+2,238
+4% +$226K 2.16% 10
2024
Q4 		$5.28M Buy
52,040
+16,400
+46% +$1.64M 2.26% 10
2024
Q3 		$3.41M Buy
35,640
+11,007
+45% +$1.02M 1.43% 16
2024
Q2 		$2.28M Buy
24,633
+7,001
+40% +$604K 1.02% 21
2024
Q1 		$1.49M Buy
17,632
+16
+0.1% +$1.28K 0.66% 27
2023
Q4 		$1.32M Buy
17,616
+1,950
+12% +$139K 0.65% 28
2023
Q3 		$1.08M Buy
+15,666
New +$1.11M 0.58% 30
2023
Q2 		– Sell
-8,444
Closed -$539K – 55
2023
Q1 		$539K Hold
8,444
– – 0.3% 39
2022
Q4 		$494K Hold
8,444
– – 0.28% 41
2022
Q3 		$488K Sell
8,444
-288
-3% -$18.7K 0.35% 37
2022
Q2 		$527K Sell
8,732
-766
-8% -$50.7K 0.36% 32
2022
Q1 		$725K Buy
9,498
+6,918
+268% +$520K 0.49% 31
2021
Q4 		$216K Hold
2,580
– – 0.15% 46
2021
Q3 		$216K Buy
+2,580
New +$197K 0.12% 96

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Advus Financial Partners's IVW Position: Q3 2026 in Review

Advus Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.17% in Q3 2026, buying an estimated $14.1K and bringing the position to 59,784 shares worth $8.5M. The position accounts for 2.4% of the portfolio, ranked #7.

Advus Financial Partners first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. 1,076 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Advus Financial Partners held 59,784 shares of iShares S&P 500 Growth ETF worth $8.5M as of Q3 2026.
  • Advus Financial Partners bought 102 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $14.1K.
  • iShares S&P 500 Growth ETF made up 2.4% of Advus Financial Partners's portfolio in Q3 2026, its #7 holding.
  • Advus Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,076 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.