APW
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Aurora Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aurora Private Wealth’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 		$1.54M Sell
10,806
-147
-1% -$20.4K 0.97% 28
2026
Q2 		$1.51M Buy
10,953
+151
+1% +$19.9K 0.96% 29
2026
Q1 		$1.26M Sell
10,802
-42
-0.4% -$5.05K 0.9% 30
2025
Q4 		$1.34M Buy
+10,844
New +$1.33M 0.88% 33
2025
Q2 		$1.28M Buy
11,641
+115
+1% +$11.4K 0.95% 26
2025
Q1 		$1.07M Buy
11,526
+3,992
+53% +$402K 0.85% 29
2024
Q4 		$765K Sell
7,534
-141
-2% -$14.1K 0.57% 48
2024
Q3 		$735K Buy
7,675
+3
+0% +$277 0.58% 49
2024
Q2 		$710K Sell
7,672
-149
-2% -$12.8K 0.62% 44
2024
Q1 		$661K Sell
7,821
-375
-5% -$30.1K 0.57% 53
2023
Q4 		$616K Sell
8,196
-197
-2% -$14K 0.58% 46
2023
Q3 		$574K Buy
8,393
+362
+5% +$25.6K 0.64% 46
2023
Q2 		$566K Sell
8,031
-1,067
-12% -$70.5K 0.64% 44
2023
Q1 		$581K Buy
9,098
+3,942
+76% +$241K 0.62% 45
2022
Q4 		$302K Sell
5,156
-2,584
-33% -$155K 0.35% 86
2022
Q3 		$448K Buy
7,740
+92
+1% +$5.98K 0.21% 75
2022
Q2 		$462K Sell
7,648
-3,990
-34% -$264K 0.21% 77
2022
Q1 		$889K Sell
11,638
-303
-3% -$22.8K 0.37% 53
2021
Q4 		$999K Sell
11,941
-298
-2% -$24K 0.43% 44
2021
Q3 		$905K Sell
12,239
-84
-0.7% -$6.4K 0.37% 59
2021
Q2 		$896K Buy
12,323
+4,928
+67% +$341K 0.36% 63
2021
Q1 		$482K Sell
7,395
-433
-6% -$28K 0.2% 106
2020
Q4 		$500K Sell
7,828
-1,100
-12% -$66.7K 0.21% 103
2020
Q3 		$516K Sell
8,928
-228
-2% -$12.9K 0.22% 89
2020
Q2 		$475K Sell
9,156
-15,364
-63% -$737K 0.22% 83
2020
Q1 		$1.01M Buy
24,520
+12,312
+101% +$582K 0.36% 60
2019
Q4 		$591K Buy
+12,208
New +$566K 0.21% 81

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Aurora Private Wealth's IVW Position: Q3 2026 in Review

Aurora Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q3 2026, selling an estimated $20.4K and leaving 10,806 shares worth $1.54M. The position accounts for 0.97% of the portfolio, ranked #28.

Aurora Private Wealth first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 835 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Aurora Private Wealth held 10,806 shares of iShares S&P 500 Growth ETF worth $1.54M as of Q3 2026.
  • Aurora Private Wealth sold 147 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $20.4K.
  • iShares S&P 500 Growth ETF made up 0.97% of Aurora Private Wealth's portfolio in Q3 2026, its #28 holding.
  • Aurora Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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