Aprio Wealth Management
IVW icon

Aprio Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aprio Wealth Management’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 		$1.6M Sell
11,260
-4,486
-28% -$622K 0.07% 170
2026
Q2 		$2.17M Sell
15,746
-17
-0.1% -$2.24K 0.11% 137
2026
Q1 		$1.78M Buy
15,763
+147
+0.9% +$17.7K 0.1% 138
2025
Q4 		$1.92M Sell
15,616
-552
-3% -$67.6K 0.11% 125
2025
Q3 		$1.95M Sell
16,168
-509
-3% -$58.5K 0.19% 80
2025
Q2 		$1.84M Sell
16,677
-629
-4% -$62.3K 0.21% 72
2025
Q1 		$1.61M Buy
17,306
+7,279
+73% +$734K 0.2% 75
2024
Q4 		$1.02M Hold
10,027
– – 0.15% 86
2024
Q3 		$960K Hold
10,027
– – 0.15% 82
2024
Q2 		$928K Sell
10,027
-555
-5% -$47.8K 0.17% 74
2024
Q1 		$894K Buy
10,582
+555
+6% +$44.6K 0.18% 71
2023
Q4 		$753K Buy
10,027
+31
+0.3% +$2.21K 0.17% 74
2023
Q3 		$684K Hold
9,996
– – 0.19% 64
2023
Q2 		$705K Sell
9,996
-628
-6% -$41.5K 0.19% 56
2023
Q1 		$679K Sell
10,624
-90
-0.8% -$5.5K 0.21% 50
2022
Q4 		$627K Sell
10,714
-252
-2% -$15.1K 0.22% 51
2022
Q3 		$634K Buy
+10,966
New +$713K 0.25% 51

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Aprio Wealth Management's IVW Position: Q3 2026 in Review

Aprio Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 28% in Q3 2026, selling an estimated $622K and leaving 11,260 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #170.

Aprio Wealth Management first reported a position in IVW in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Aprio Wealth Management held 11,260 shares of iShares S&P 500 Growth ETF worth $1.6M as of Q3 2026.
  • Aprio Wealth Management sold 4,486 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $622K.
  • iShares S&P 500 Growth ETF made up 0.07% of Aprio Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Aprio Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • Aprio Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.17M in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.