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

Buska Wealth Management’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	$1.04M	Buy	7,298 +60	+0.8%	+$8.32K	0.36%	31
2026 Q2	$995K	Buy	7,238 +46	+0.6%	+$6.07K	0.36%	33
2026 Q1	$813K	Sell	7,192 -1,130	-14%	-$136K	0.33%	29
2025 Q4	$1.03M	Sell	8,322 -535	-6%	-$65.5K	0.38%	26
2025 Q3	$1.07M	Buy	8,857 +691	+8%	+$79.5K	0.32%	24
2025 Q2	$899K	Buy	8,166 +111	+1%	+$11K	0.25%	29
2025 Q1	$748K	Buy	8,055 +276	+4%	+$27.8K	0.23%	34
2024 Q4	$790K	Buy	7,779 +1,596	+26%	+$159K	0.25%	31
2024 Q3	$592K	Buy	6,183 +3,820	+162%	+$353K	0.21%	33
2024 Q2	$219K	Buy	+2,363	New	+$204K	0.09%	51

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Buska Wealth Management's IVW Position: Q3 2026 in Review

Buska Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.83% in Q3 2026, buying an estimated $8.32K and bringing the position to 7,298 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #31.

Buska Wealth Management first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Buska Wealth Management held 7,298 shares of iShares S&P 500 Growth ETF worth $1.04M as of Q3 2026.
Buska Wealth Management bought 60 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $8.32K.
iShares S&P 500 Growth ETF made up 0.36% of Buska Wealth Management's portfolio in Q3 2026, its #31 holding.
Buska Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Buska Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.07M in Q3 2025.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.