BFS
IVW icon

Burkett Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burkett Financial Services’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 		$2.12M Sell
14,902
-191
-1% -$26.5K 0.64% 15
2026
Q2 		$2.08M Buy
15,093
+27
+0.2% +$3.56K 0.65% 15
2026
Q1 		$1.7M Buy
15,066
+160
+1% +$19.2K 0.58% 15
2025
Q4 		$1.84M Sell
14,906
-1,728
-10% -$211K 0.63% 15
2025
Q3 		$2.01M Sell
16,634
-1,095
-6% -$126K 0.69% 16
2025
Q2 		$1.95M Buy
17,729
+10,984
+163% +$1.09M 0.7% 16
2025
Q1 		$626K Sell
6,745
-852
-11% -$85.9K 0.26% 29
2024
Q4 		$771K Sell
7,597
-242
-3% -$24.1K 0.32% 28
2024
Q3 		$751K Sell
7,839
-2,760
-26% -$255K 0.31% 27
2024
Q2 		$981K Sell
10,599
-934
-8% -$80.5K 0.5% 17
2024
Q1 		$974K Sell
11,533
-1,576
-12% -$127K 0.5% 18
2023
Q4 		$985K Buy
+13,109
New +$933K 0.55% 17

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

Burkett Financial Services's IVW Position: Q3 2026 in Review

Burkett Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q3 2026, selling an estimated $26.5K and leaving 14,902 shares worth $2.12M. The position accounts for 0.64% of the portfolio, ranked #15.

Burkett Financial Services first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Burkett Financial Services held 14,902 shares of iShares S&P 500 Growth ETF worth $2.12M as of Q3 2026.
  • Burkett Financial Services sold 191 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $26.5K.
  • iShares S&P 500 Growth ETF made up 0.64% of Burkett Financial Services's portfolio in Q3 2026, its #15 holding.
  • Burkett Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.