Bill Few Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bill Few Associates’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	$245K	Hold	1,720	–	–	0.05%	208
2026 Q2	$237K	Sell	1,720 -78	-4%	-$10.3K	0.05%	205
2026 Q1	$203K	Hold	1,798	–	–	0.05%	209
2025 Q4	$222K	Hold	1,798	–	–	0.05%	185
2025 Q3	$217K	Buy	+1,798	New	+$207K	0.06%	187

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bill Few Associates's IVW Position: Q3 2026 in Review

Bill Few Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,720 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #208.

Bill Few Associates first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Bill Few Associates held 1,720 shares of iShares S&P 500 Growth ETF worth $245K as of Q3 2026.
Bill Few Associates left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.05% of Bill Few Associates's portfolio in Q3 2026, its #208 holding.
Bill Few Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.