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

BCU Wealth Advisors’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 		$4.37M Buy
30,751
+19
+0.1% +$2.63K 1.41% 9
2026
Q2 		$4.23M Buy
30,732
+727
+2% +$96K 1.4% 10
2026
Q1 		$3.39M Buy
30,005
+1,482
+5% +$178K 1.27% 12
2025
Q4 		$3.52M Sell
28,523
-569
-2% -$69.6K 1.35% 12
2025
Q3 		$3.51M Sell
29,092
-3,348
-10% -$385K 1.42% 11
2025
Q2 		$3.57M Buy
32,440
+2,974
+10% +$294K 1.6% 9
2025
Q1 		$2.74M Buy
29,466
+4,694
+19% +$473K 1.42% 10
2024
Q4 		$2.52M Sell
24,772
-1,133
-4% -$113K 1.44% 10
2024
Q3 		$2.48M Buy
25,905
+634
+3% +$58.5K 1.48% 10
2024
Q2 		$2.34M Buy
25,271
+11,078
+78% +$955K 1.73% 10
2024
Q1 		$1.2M Buy
14,193
+9,321
+191% +$749K 1.02% 15
2023
Q4 		$366K Buy
+4,872
New +$347K 0.4% 34

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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

BCU Wealth Advisors's IVW Position: Q3 2026 in Review

BCU Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q3 2026, buying an estimated $2.63K and bringing the position to 30,751 shares worth $4.37M. The position accounts for 1.41% of the portfolio, ranked #9.

BCU Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,031 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • BCU Wealth Advisors held 30,751 shares of iShares S&P 500 Growth ETF worth $4.37M as of Q3 2026.
  • BCU Wealth Advisors bought 19 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $2.63K.
  • iShares S&P 500 Growth ETF made up 1.41% of BCU Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • BCU Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,031 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.