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

Capital Advisors 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	$249K	Buy	1,751 +16	+0.9%	+$2.22K	0.03%	210
2026 Q2	$239K	Sell	1,735 -328	-16%	-$43.3K	0.03%	211
2026 Q1	$233K	Buy	2,063 +30	+1%	+$3.61K	0.03%	198
2025 Q4	$251K	Sell	2,033 -394	-16%	-$48.2K	0.03%	193
2025 Q3	$293K	Buy	2,427 +1	+0%	+$115	0.04%	172
2025 Q2	$267K	Sell	2,426 -86	-3%	-$8.51K	0.04%	164
2025 Q1	$233K	Buy	+2,512	New	+$253K	0.04%	163

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's IVW Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.92% in Q3 2026, buying an estimated $2.22K and bringing the position to 1,751 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #210.

Capital Advisors Wealth Management first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. The position peaked at $293K in Q3 2025. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Capital Advisors Wealth Management held 1,751 shares of iShares S&P 500 Growth ETF worth $249K as of Q3 2026.
Capital Advisors Wealth Management bought 16 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $2.22K.
iShares S&P 500 Growth ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #210 holding.
Capital Advisors Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
Capital Advisors Wealth Management's iShares S&P 500 Growth ETF position peaked at $293K in Q3 2025.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.