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

Cambridge 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	$213K	Hold	1,499	–	–	0.04%	177
2026 Q2	$206K	Buy	+1,499	New	+$198K	0.04%	181
2017 Q1	–	Sell	-13,880	Closed	-$423K	–	133
2016 Q4	$423K	Hold	13,880	–	–	0.19%	92
2016 Q3	$422K	Hold	13,880	–	–	0.19%	89
2016 Q2	$405K	Sell	13,880 -840	-6%	-$24.4K	0.19%	90
2016 Q1	$426K	Hold	14,720	–	–	0.2%	84
2015 Q4	$426K	Hold	14,720	–	–	0.24%	83
2015 Q3	$397K	Sell	14,720 -1,600	-10%	-$45.5K	0.23%	83
2015 Q2	$465K	Sell	16,320 -17,268	-51%	-$500K	0.26%	77
2015 Q1	$1.04M	Buy	33,588 +20,388	+154%	+$579K	0.61%	46
2014 Q4	$368K	Buy	+13,200	New	+$361K	0.23%	89

Other funds holding IVW

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Cambridge Advisors's IVW Position: Q3 2026 in Review

Cambridge Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,499 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #177.

Cambridge Advisors first reported a position in IVW in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2015. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Cambridge Advisors held 1,499 shares of iShares S&P 500 Growth ETF worth $213K as of Q3 2026.
Cambridge Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.04% of Cambridge Advisors's portfolio in Q3 2026, its #177 holding.
Cambridge Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 11 quarters since.
Cambridge Advisors's iShares S&P 500 Growth ETF position peaked at $1.04M in Q1 2015.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.