Apeiron RIA’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apeiron RIA’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	$11.3M	Sell	79,035 -2,560	-3%	-$355K	2.56%	9
2026 Q2	$11.2M	Buy	81,595 +39,376	+93%	+$5.2M	2.88%	7
2026 Q1	$4.78M	Sell	42,219 -34,619	-45%	-$4.16M	1.11%	21
2025 Q4	$9.5M	Sell	76,838 -32,060	-29%	-$3.92M	1.94%	13
2025 Q3	$13.2M	Buy	108,898 +26,052	+31%	+$3M	2.96%	6
2025 Q2	$9.12M	Buy	82,846 +6,174	+8%	+$611K	2.35%	11
2025 Q1	$7.12M	Sell	76,672 -55,353	-42%	-$5.58M	2.15%	11
2024 Q4	$13.4M	Buy	132,025 +742	+0.6%	+$74K	3.75%	4
2024 Q3	$12.6M	Buy	131,283 +14,657	+13%	+$1.35M	3.6%	5
2024 Q2	$10.8M	Buy	116,626 +74,734	+178%	+$6.44M	3.31%	5
2024 Q1	$3.54M	Buy	41,892 +9,858	+31%	+$792K	1.02%	24
2023 Q4	$2.41M	Buy	32,034 +3,445	+12%	+$245K	0.75%	34
2023 Q3	$1.96M	Buy	+28,589	New	+$2.02M	0.67%	38

Other funds holding IVW

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

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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Apeiron RIA's IVW Position: Q3 2026 in Review

Apeiron RIA reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q3 2026, selling an estimated $355K and leaving 79,035 shares worth $11.3M. The position accounts for 2.56% of the portfolio, ranked #9.

Apeiron RIA first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q4 2024. 641 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Apeiron RIA held 79,035 shares of iShares S&P 500 Growth ETF worth $11.3M as of Q3 2026.
Apeiron RIA sold 2,560 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $355K.
iShares S&P 500 Growth ETF made up 2.56% of Apeiron RIA's portfolio in Q3 2026, its #9 holding.
Apeiron RIA first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
Apeiron RIA's iShares S&P 500 Growth ETF position peaked at $13.4M in Q4 2024.
641 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.