Centennial Advisors
IVW icon

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

Centennial 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 		$489K Buy
3,435
+588
+21% +$81.5K 0.58% 48
2026
Q2 		$392K Buy
+2,847
New +$376K 0.47% 52

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Centennial Advisors's IVW Position: Q3 2026 in Review

Centennial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q3 2026, buying an estimated $81.5K and bringing the position to 3,435 shares worth $489K. The position accounts for 0.58% of the portfolio, ranked #48.

Centennial Advisors first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Centennial Advisors held 3,435 shares of iShares S&P 500 Growth ETF worth $489K as of Q3 2026.
  • Centennial Advisors bought 588 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $81.5K.
  • iShares S&P 500 Growth ETF made up 0.58% of Centennial Advisors's portfolio in Q3 2026, its #48 holding.
  • Centennial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.