Affinity Capital Advisors
IVW icon

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

Affinity 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 		$973K Hold
6,697
– – 0.11% 79
2026
Q2 		$918K Hold
6,697
– – 0.11% 78
2026
Q1 		$757K Sell
6,697
-32
-0.5% -$3.85K 0.11% 81
2025
Q4 		$829K Buy
6,729
+408
+6% +$49.9K 0.11% 77
2025
Q3 		$767K Hold
6,321
– – 0.12% 79
2025
Q2 		$696K Sell
6,321
-2,567
-29% -$254K 0.12% 82
2025
Q1 		$803K Buy
8,888
+2,567
+41% +$259K 0.16% 68
2024
Q4 		$647K Hold
6,321
– – 0.12% 76
2024
Q3 		$605K Sell
6,321
-51
-0.8% -$4.71K 0.12% 90
2024
Q2 		$590K Hold
6,372
– – 0.12% 84
2024
Q1 		$538K Sell
6,372
-39
-0.6% -$3.13K 0.12% 86
2023
Q4 		$481K Sell
6,411
-173
-3% -$12.3K 0.12% 89
2023
Q3 		$450K Sell
6,584
-248
-4% -$17.6K 0.12% 86
2023
Q2 		$482K Hold
6,832
– – 0.13% 78
2023
Q1 		$437K Hold
6,832
– – 0.14% 78
2022
Q4 		$400K Hold
6,832
– – 0.14% 70
2022
Q3 		$395K Hold
6,832
– – 0.14% 71
2022
Q2 		$412K Sell
6,832
-300
-4% -$19.9K 0.14% 72
2022
Q1 		$545K Buy
7,132
+557
+8% +$41.8K 0.17% 64
2021
Q4 		$550K Sell
6,575
-126
-2% -$10.2K 0.17% 67
2021
Q3 		$495K Sell
6,701
-132
-2% -$10.1K 0.17% 70
2021
Q2 		$497K Sell
6,833
-401
-6% -$27.8K 0.17% 71
2021
Q1 		$471K Sell
7,234
-23
-0.3% -$1.49K 0.17% 70
2020
Q4 		$463K Sell
7,257
-2,611
-26% -$158K 0.19% 65
2020
Q3 		$570K Buy
9,868
+20
+0.2% +$1.13K 0.32% 49
2020
Q2 		$511K Buy
9,848
+16
+0.2% +$767 0.33% 50
2020
Q1 		$455K Sell
9,832
-1,272
-11% -$60.2K 0.33% 52
2019
Q4 		$538K Buy
+11,104
New +$515K 0.35% 47

Other funds holding IVW

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Affinity Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 6,697 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #79.

Affinity Capital Advisors first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Affinity Capital Advisors held 6,697 shares of iShares S&P 500 Growth ETF worth $973K as of Q3 2026.
  • Affinity Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Affinity Capital Advisors's portfolio in Q3 2026, its #79 holding.
  • Affinity Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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