Armis Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Armis Advisers’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	$1.67M	Sell	11,570 -381	-3%	-$52.8K	0.14%	119
2026 Q2	$1.64M	Sell	11,951 -131	-1%	-$17.3K	0.15%	113
2026 Q1	$1.66M	Sell	12,082 -1,005	-8%	-$121K	0.16%	102
2025 Q4	$1.49M	Sell	13,087 -15,069	-54%	-$1.84M	0.17%	98
2025 Q3	$3.44M	Sell	28,156 -3,154	-10%	-$363K	0.31%	57
2025 Q2	$3.46M	Buy	31,310 +8,633	+38%	+$854K	0.27%	80
2025 Q1	$2.11M	Sell	22,677 -5,785	-20%	-$583K	0.2%	100
2024 Q4	$2.89M	Buy	+28,462	New	+$2.84M	0.35%	67

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

Armis Advisers's IVW Position: Q3 2026 in Review

Armis Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q3 2026, selling an estimated $52.8K and leaving 11,570 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #119.

Armis Advisers first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q2 2025. 890 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Armis Advisers held 11,570 shares of iShares S&P 500 Growth ETF worth $1.67M as of Q3 2026.
Armis Advisers sold 381 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $52.8K.
iShares S&P 500 Growth ETF made up 0.14% of Armis Advisers's portfolio in Q3 2026, its #119 holding.
Armis Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Armis Advisers's iShares S&P 500 Growth ETF position peaked at $3.46M in Q2 2025.
890 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.