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

Avion 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	–	Sell	-3	Closed	–	–	1553
2026 Q2	$0	Hold	3	–	–	﹤0.01%	1575
2026 Q1	$0	Hold	3	–	–	﹤0.01%	1423
2025 Q4	$0	Hold	3	–	–	﹤0.01%	1416
2025 Q3	$0	Buy	+3	New	+$345	﹤0.01%	1379
2024 Q2	–	Sell	-156	Closed	-$14K	–	1102
2024 Q1	$14K	Hold	156	–	–	﹤0.01%	262
2023 Q4	$12K	Hold	156	–	–	﹤0.01%	258
2023 Q3	$10K	Hold	156	–	–	﹤0.01%	271
2023 Q2	$10K	Hold	156	–	–	﹤0.01%	291
2023 Q1	$9K	Hold	156	–	–	﹤0.01%	267
2022 Q4	$9K	Hold	156	–	–	﹤0.01%	268
2022 Q3	$9K	Hold	156	–	–	﹤0.01%	272
2022 Q2	$9K	Hold	156	–	–	﹤0.01%	269
2022 Q1	$12K	Hold	156	–	–	﹤0.01%	216
2021 Q4	$13K	Hold	156	–	–	﹤0.01%	217
2021 Q3	$12K	Hold	156	–	–	﹤0.01%	219
2021 Q2	$11K	Hold	156	–	–	﹤0.01%	215
2021 Q1	$10K	Hold	156	–	–	﹤0.01%	215
2020 Q4	$10K	Hold	156	–	–	﹤0.01%	223
2020 Q3	$9K	Buy	+156	New	+$8.83K	﹤0.01%	190

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

Avion Wealth's IVW Position: Q3 2026 in Review

Avion Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 3 shares.

Avion Wealth first reported a position in IVW in Q3 2020 and held it in 19 quarters. The position peaked at $14K in Q1 2024. 1,275 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Avion Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 3 iShares S&P 500 Growth ETF shares in Q3 2026.
Avion Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 19 quarters.
Avion Wealth's iShares S&P 500 Growth ETF position peaked at $14K in Q1 2024.
1,275 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.