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Cassilly Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cassilly Financial Group’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 		$3.32M Buy
23,338
+777
+3% +$108K 2.23% 11
2026
Q2 		$3.1M Sell
22,561
-165
-0.7% -$21.8K 2.25% 11
2026
Q1 		$2.57M Buy
22,726
+1,180
+5% +$142K 2.23% 13
2025
Q4 		$2.66M Buy
+21,546
New +$2.64M 2.35% 12

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
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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Cassilly Financial Group's IVW Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q3 2026, buying an estimated $108K and bringing the position to 23,338 shares worth $3.32M. The position accounts for 2.23% of the portfolio, ranked #11.

Cassilly Financial Group first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Cassilly Financial Group held 23,338 shares of iShares S&P 500 Growth ETF worth $3.32M as of Q3 2026.
  • Cassilly Financial Group bought 777 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $108K.
  • iShares S&P 500 Growth ETF made up 2.23% of Cassilly Financial Group's portfolio in Q3 2026, its #11 holding.
  • Cassilly Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.