Avestar Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avestar Capital’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	$8.63M	Sell	60,693 -5,632	-8%	-$781K	0.68%	33
2026 Q2	$9.12M	Sell	66,325 -1,063	-2%	-$140K	0.51%	36
2026 Q1	$7.62M	Sell	67,388 -459	-0.7%	-$55.2K	0.49%	36
2025 Q4	$8.36M	Sell	67,847 -2,390	-3%	-$293K	0.54%	32
2025 Q3	$8.48M	Sell	70,237 -3,331	-5%	-$383K	0.56%	30
2025 Q2	$8.1M	Buy	73,568 +2,199	+3%	+$218K	0.55%	35
2025 Q1	$6.63M	Sell	71,369 -11,672	-14%	-$1.18M	0.58%	31
2024 Q4	$8.43M	Buy	83,041 +626	+0.8%	+$62.4K	0.72%	22
2024 Q3	$7.89M	Sell	82,415 -4,863	-6%	-$449K	0.81%	23
2024 Q2	$8.08M	Sell	87,278 -3,975	-4%	-$343K	0.82%	25
2024 Q1	$7.71M	Buy	+91,253	New	+$7.33M	0.81%	26
2019 Q3	–	Sell	-380	Closed	-$17K	–	510
2019 Q2	$17K	Hold	380	–	–	0.01%	417
2019 Q1	$16K	Hold	380	–	–	0.01%	402
2018 Q4	$14K	Hold	380	–	–	0.01%	387
2018 Q3	$16K	Hold	380	–	–	0.01%	396
2018 Q2	$15K	Hold	380	–	–	0.01%	396
2018 Q1	$14K	Hold	380	–	–	0.01%	376
2017 Q4	$14K	Buy	+380	New	+$14.2K	0.01%	389

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avestar Capital's IVW Position: Q3 2026 in Review

Avestar Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.5% in Q3 2026, selling an estimated $781K and leaving 60,693 shares worth $8.63M. The position accounts for 0.68% of the portfolio, ranked #33.

Avestar Capital first reported a position in IVW in Q4 2017 and has held it in 18 quarters since. The position peaked at $9.12M in Q2 2026. 1,275 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Avestar Capital held 60,693 shares of iShares S&P 500 Growth ETF worth $8.63M as of Q3 2026.
Avestar Capital sold 5,632 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $781K.
iShares S&P 500 Growth ETF made up 0.68% of Avestar Capital's portfolio in Q3 2026, its #33 holding.
Avestar Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 18 quarters since.
Avestar Capital's iShares S&P 500 Growth ETF position peaked at $9.12M in Q2 2026.
1,275 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.