Capital Advantage’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital Advantage’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	$4.88M	Buy	34,288 +2,078	+6%	+$288K	0.58%	34
2026 Q2	$4.43M	Buy	32,210 +2,377	+8%	+$314K	0.54%	35
2026 Q1	$3.37M	Buy	29,833 +4,335	+17%	+$521K	0.44%	39
2025 Q4	$3.14M	Buy	25,498 +7,396	+41%	+$905K	0.42%	38
2025 Q3	$2.19M	Buy	18,102 +6,409	+55%	+$737K	0.33%	45
2025 Q2	$1.29M	Sell	11,693 -34,492	-75%	-$3.41M	0.2%	51
2025 Q1	$4.69M	Hold	46,185	–	–	0.85%	25
2024 Q4	$4.69M	Buy	46,185 +3,302	+8%	+$329K	0.85%	25
2024 Q3	$4.11M	Buy	42,883 +11,702	+38%	+$1.08M	0.79%	26
2024 Q2	$2.99M	Buy	31,181 +6,992	+29%	+$603K	0.61%	28
2024 Q1	$2.05M	Buy	+24,189	New	+$1.94M	0.42%	31

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

Capital Advantage's IVW Position: Q3 2026 in Review

Capital Advantage increased its iShares S&P 500 Growth ETF (IVW) stake by 6.5% in Q3 2026, buying an estimated $288K and bringing the position to 34,288 shares worth $4.88M. The position accounts for 0.58% of the portfolio, ranked #34.

Capital Advantage first reported a position in IVW in Q1 2024 and has held it in 11 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Capital Advantage held 34,288 shares of iShares S&P 500 Growth ETF worth $4.88M as of Q3 2026.
Capital Advantage bought 2,078 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $288K.
iShares S&P 500 Growth ETF made up 0.58% of Capital Advantage's portfolio in Q3 2026, its #34 holding.
Capital Advantage first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.