Centurion Wealth Management
IVW icon

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

Centurion 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 		$8.86M Buy
62,267
+6,455
+12% +$895K 2.13% 8
2026
Q2 		$7.68M Buy
55,812
+1,610
+3% +$213K 1.84% 11
2026
Q1 		$6.13M Buy
54,202
+1,091
+2% +$131K 1.38% 15
2025
Q4 		$6.55M Buy
53,111
+204
+0.4% +$25K 1.43% 15
2025
Q3 		$6.39M Sell
52,907
-3,517
-6% -$405K 1.45% 14
2025
Q2 		$6.21M Sell
56,424
-7,589
-12% -$751K 1.78% 13
2025
Q1 		$6.5M Hold
64,013
– – 2.03% 13
2024
Q4 		$6.5M Sell
64,013
-221
-0.3% -$22K 2.03% 13
2024
Q3 		$6.15M Buy
+64,234
New +$5.93M 1.96% 14
2024
Q1 		$3.25M Buy
38,446
+18,414
+92% +$1.48M 1.28% 17
2023
Q4 		$1.5M Buy
20,032
+94
+0.5% +$6.69K 0.64% 28
2023
Q3 		$1.36M Buy
19,938
+11,360
+132% +$804K 0.67% 30
2023
Q2 		$605K Buy
8,578
+1
+0% +$66 0.29% 59
2023
Q1 		$548K Buy
8,577
+1,090
+15% +$66.6K 0.28% 66
2022
Q4 		$438K Buy
+7,487
New +$450K 0.25% 85

Other funds holding IVW

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Centurion Wealth Management's IVW Position: Q3 2026 in Review

Centurion Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q3 2026, buying an estimated $895K and bringing the position to 62,267 shares worth $8.86M. The position accounts for 2.13% of the portfolio, ranked #8.

Centurion Wealth Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Centurion Wealth Management held 62,267 shares of iShares S&P 500 Growth ETF worth $8.86M as of Q3 2026.
  • Centurion Wealth Management bought 6,455 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $895K.
  • iShares S&P 500 Growth ETF made up 2.13% of Centurion Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Centurion Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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