Clark Wealth Partners
IVW icon

Clark Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clark Wealth Partners’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 		$869K Sell
6,105
-38
-0.6% -$5.27K 0.45% 30
2026
Q2 		$845K Sell
6,143
-40
-0.6% -$5.28K 0.48% 31
2026
Q1 		$699K Sell
6,183
-152
-2% -$18.3K 0.47% 31
2025
Q4 		$781K Hold
6,335
– – 0.48% 31
2025
Q3 		$781K Sell
6,335
-16,281
-72% -$1.87M 0.48% 31
2025
Q2 		$2.49M Buy
22,616
+12
+0.1% +$1.19K 1.68% 11
2025
Q1 		$2.1M Buy
22,604
+734
+3% +$74K 1.56% 11
2024
Q4 		$2.22M Buy
+21,870
New +$2.18M 1.72% 11

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Clark Wealth Partners's IVW Position: Q3 2026 in Review

Clark Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.62% in Q3 2026, selling an estimated $5.27K and leaving 6,105 shares worth $869K. The position accounts for 0.45% of the portfolio, ranked #30.

Clark Wealth Partners first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q2 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Clark Wealth Partners held 6,105 shares of iShares S&P 500 Growth ETF worth $869K as of Q3 2026.
  • Clark Wealth Partners sold 38 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $5.27K.
  • iShares S&P 500 Growth ETF made up 0.45% of Clark Wealth Partners's portfolio in Q3 2026, its #30 holding.
  • Clark Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.49M in Q2 2025.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.