AWE
IVW icon

Avidian Wealth Enterprises’s iShares S&P 500 Growth ETF IVW Stock Holding History

Avidian Wealth Enterprises’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 		$3.29M Sell
23,134
-22,628
-49% -$3.14M 0.09% 144
2026
Q2 		$6.29M Buy
45,762
+3,761
+9% +$497K 0.17% 91
2026
Q1 		$4.75M Buy
42,001
+207
+0.5% +$24.9K 0.15% 99
2025
Q4 		$5.15M Sell
41,794
-3,661
-8% -$448K 0.19% 78
2025
Q3 		$5.49M Buy
45,455
+6,913
+18% +$795K 0.21% 74
2025
Q2 		$4.24M Sell
38,542
-5,897
-13% -$584K 0.17% 81
2025
Q1 		$4.13M Sell
44,439
-583
-1% -$58.8K 0.18% 78
2024
Q4 		$4.57M Sell
45,022
-1,184
-3% -$118K 0.21% 72
2024
Q3 		$4.42M Sell
46,206
-4,864
-10% -$449K 0.2% 72
2024
Q2 		$4.73M Buy
51,070
+15,991
+46% +$1.38M 0.2% 69
2024
Q1 		$2.96M Buy
35,079
+18,013
+106% +$1.45M 0.14% 82
2023
Q4 		$1.28M Buy
17,066
+2,344
+16% +$167K 0.08% 139
2023
Q3 		$1.01M Buy
14,722
+11,384
+341% +$806K 0.07% 161
2023
Q2 		$235K Buy
+3,338
New +$221K 0.02% 379
2022
Q2 		– Sell
-22,866
Closed -$1.75M – 479
2022
Q1 		$1.75M Buy
22,866
+1,140
+5% +$85.6K 0.11% 129
2021
Q4 		$1.82M Buy
+21,726
New +$1.75M 0.11% 123
2021
Q3 		– Sell
-3,054
Closed -$222K – 406
2021
Q2 		$222K Buy
+3,054
New +$211K 0.02% 353

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avidian Wealth Enterprises's IVW Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares S&P 500 Growth ETF (IVW) stake by 49% in Q3 2026, selling an estimated $3.14M and leaving 23,134 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #144.

Avidian Wealth Enterprises first reported a position in IVW in Q2 2021 and has held it in 17 quarters since. The position peaked at $6.29M in Q2 2026. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Avidian Wealth Enterprises held 23,134 shares of iShares S&P 500 Growth ETF worth $3.29M as of Q3 2026.
  • Avidian Wealth Enterprises sold 22,628 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.14M.
  • iShares S&P 500 Growth ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #144 holding.
  • Avidian Wealth Enterprises first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's iShares S&P 500 Growth ETF position peaked at $6.29M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.