Brady Martz Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brady Martz Wealth Solutions’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	$380K	Buy	2,674 +2	+0.1%	+$277	0.06%	169
2026 Q2	$368K	Buy	2,672 +1	+0%	+$132	0.06%	161
2026 Q1	$302K	Buy	2,671 +2	+0.1%	+$241	0.05%	159
2025 Q4	$329K	Hold	2,669	–	–	0.06%	153
2025 Q3	$322K	Sell	2,669 -330	-11%	-$38K	0.06%	135
2025 Q2	$330K	Sell	2,999 -3	-0.1%	-$297	0.06%	132
2025 Q1	$279K	Buy	3,002 +1	+0%	+$101	0.06%	127
2024 Q4	$302K	Buy	+3,001	New	+$299K	0.07%	128

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Brady Martz Wealth Solutions's IVW Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 0.07% in Q3 2026, buying an estimated $277 and bringing the position to 2,674 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #169.

Brady Martz Wealth Solutions first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Brady Martz Wealth Solutions held 2,674 shares of iShares S&P 500 Growth ETF worth $380K as of Q3 2026.
Brady Martz Wealth Solutions bought 2 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $277.
iShares S&P 500 Growth ETF made up 0.06% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #169 holding.
Brady Martz Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.