Aspect Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspect Partners’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	$102K	Hold	720	–	–	0.04%	110
2026 Q2	$99K	Hold	720	–	–	0.04%	110
2026 Q1	$81.4K	Hold	720	–	–	0.03%	116
2025 Q4	$88.7K	Hold	720	–	–	0.04%	114
2025 Q3	$86.9K	Hold	720	–	–	0.04%	120
2025 Q2	$79.3K	Hold	720	–	–	0.04%	125
2025 Q1	$66.8K	Hold	720	–	–	0.04%	116
2024 Q4	$73.1K	Hold	720	–	–	0.04%	112
2024 Q3	$68.9K	Hold	720	–	–	0.04%	107
2024 Q2	$66.6K	Hold	720	–	–	0.04%	109
2024 Q1	$60.8K	Hold	720	–	–	0.05%	110
2023 Q4	$54.1K	Buy	+720	New	+$51.3K	0.03%	110

Other funds holding IVW

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

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

Aspect Partners's IVW Position: Q3 2026 in Review

Aspect Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 720 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #110.

Aspect Partners first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 735 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Aspect Partners held 720 shares of iShares S&P 500 Growth ETF worth $102K as of Q3 2026.
Aspect Partners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.04% of Aspect Partners's portfolio in Q3 2026, its #110 holding.
Aspect Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
735 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.