Amplius Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Amplius Wealth 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	$870K	Buy	6,112 +1,164	+24%	+$161K	0.06%	88
2026 Q2	$681K	Sell	4,948 -696	-12%	-$91.9K	0.05%	102
2026 Q1	$638K	Buy	5,644 +5	+0.1%	+$601	0.05%	96
2025 Q4	$695K	Buy	5,639 +5	+0.1%	+$612	0.06%	90
2025 Q3	$680K	Buy	5,634 +6	+0.1%	+$690	0.06%	93
2025 Q2	$620K	Buy	5,628 +5	+0.1%	+$495	0.06%	103
2025 Q1	$522K	Buy	5,623 +6	+0.1%	+$605	0.05%	110
2024 Q4	$570K	Buy	5,617 +6	+0.1%	+$599	0.06%	96
2024 Q3	$537K	Buy	5,611 +8	+0.1%	+$739	0.06%	95
2024 Q2	$519K	Buy	5,603 +704	+14%	+$60.7K	0.06%	97
2024 Q1	$414K	Buy	4,899 +4	+0.1%	+$321	0.05%	110
2023 Q4	$368K	Buy	4,895 +30	+0.6%	+$2.14K	0.04%	114
2023 Q3	$333K	Hold	4,865	–	–	0.04%	114
2023 Q2	$343K	Buy	4,865 +11	+0.2%	+$727	0.05%	118
2023 Q1	$310K	Buy	4,854 +14	+0.3%	+$856	0.04%	120
2022 Q4	$283K	Buy	4,840 +11	+0.2%	+$661	0.05%	121
2022 Q3	$279K	Buy	4,829 +13	+0.3%	+$845	0.05%	123
2022 Q2	$290K	Buy	4,816 +9	+0.2%	+$596	0.05%	132
2022 Q1	$367K	Buy	4,807 +7	+0.1%	+$526	0.06%	120
2021 Q4	$401K	Buy	+4,800	New	+$387K	0.06%	128

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Amplius Wealth Advisors's IVW Position: Q3 2026 in Review

Amplius Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q3 2026, buying an estimated $161K and bringing the position to 6,112 shares worth $870K. The position accounts for 0.06% of the portfolio, ranked #88.

Amplius Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 1,275 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Amplius Wealth Advisors held 6,112 shares of iShares S&P 500 Growth ETF worth $870K as of Q3 2026.
Amplius Wealth Advisors bought 1,164 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $161K.
iShares S&P 500 Growth ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q3 2026, its #88 holding.
Amplius Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
1,275 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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