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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$227K Hold
1,598
– – 0.05% 181
2026
Q2
$220K Buy
+1,598
New +$211K 0.05% 172
2022
Q2
– Sell
-73,823
Closed -$5.64M – 128
2022
Q1
$5.64M Buy
+73,823
New +$5.55M 3.08% 6

Other funds holding IVW

Centennial Wealth Advisory's IVW Position: Q3 2026 in Review

Centennial Wealth Advisory held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,598 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #181.

Centennial Wealth Advisory first reported a position in IVW in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.64M in Q1 2022. 748 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Centennial Wealth Advisory held 1,598 shares of iShares S&P 500 Growth ETF worth $227K as of Q3 2026.
  • Centennial Wealth Advisory left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Centennial Wealth Advisory's portfolio in Q3 2026, its #181 holding.
  • Centennial Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Centennial Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $5.64M in Q1 2022.
  • 748 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.