Avid Wealth Partners
IVW icon

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

Avid Wealth 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 		$9.7M Buy
68,493
+2,354
+4% +$326K 4.45% 8
2026
Q2 		$9.1M Sell
66,139
-30,447
-32% -$4.02M 4.4% 8
2026
Q1 		$10.9M Buy
96,586
+6,452
+7% +$776K 5.16% 6
2025
Q4 		$11.1M Sell
90,134
-31,142
-26% -$3.81M 5.43% 6
2025
Q3 		$14.6M Buy
121,276
+2,333
+2% +$268K 7.28% 5
2025
Q2 		$13.1M Buy
118,943
+11,915
+11% +$1.18M 7.49% 4
2025
Q1 		$9.9M Sell
107,028
-6,724
-6% -$678K 6.74% 3
2024
Q4 		$11.5M Buy
113,752
+1,185
+1% +$118K 8.21% 4
2024
Q3 		$10.8M Sell
112,567
-10,132
-8% -$935K 7.63% 4
2024
Q2 		$11.4M Buy
122,699
+61,526
+101% +$5.3M 8.82% 3
2024
Q1 		$5.17M Buy
+61,173
New +$4.91M 4.15% 10

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Avid Wealth Partners's IVW Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q3 2026, buying an estimated $326K and bringing the position to 68,493 shares worth $9.7M. The position accounts for 4.45% of the portfolio, ranked #8.

Avid Wealth Partners first reported a position in IVW in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.6M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Avid Wealth Partners held 68,493 shares of iShares S&P 500 Growth ETF worth $9.7M as of Q3 2026.
  • Avid Wealth Partners bought 2,354 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $326K.
  • iShares S&P 500 Growth ETF made up 4.45% of Avid Wealth Partners's portfolio in Q3 2026, its #8 holding.
  • Avid Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Avid Wealth Partners's iShares S&P 500 Growth ETF position peaked at $14.6M in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.