Client 1st Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Client 1st Advisory 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	$7.22M	Buy	50,735 +3,162	+7%	+$438K	1.85%	16
2026 Q2	$6.54M	Buy	47,573 +2,091	+5%	+$276K	1.71%	18
2026 Q1	$5.14M	Buy	45,482 +6,870	+18%	+$826K	1.56%	18
2025 Q4	$4.76M	Buy	38,612 +2,346	+6%	+$287K	1.49%	16
2025 Q3	$4.38M	Buy	36,266 +4,206	+13%	+$484K	1.45%	17
2025 Q2	$3.53M	Buy	32,060 +1,753	+6%	+$174K	1.28%	16
2025 Q1	$2.81M	Buy	30,307 +2,368	+8%	+$239K	1.09%	18
2024 Q4	$2.84M	Buy	27,939 +6,705	+32%	+$669K	1.09%	19
2024 Q3	$2.03M	Buy	21,234 +6,785	+47%	+$626K	0.81%	19
2024 Q2	$1.34M	Buy	14,449 +9,933	+220%	+$856K	0.58%	29
2024 Q1	$381K	Buy	4,516 +1,194	+36%	+$95.9K	0.17%	70
2023 Q4	$249K	Sell	3,322 -218	-6%	-$15.5K	0.12%	94
2023 Q3	$242K	Buy	+3,540	New	+$251K	0.13%	88

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Client 1st Advisory Group's IVW Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 6.6% in Q3 2026, buying an estimated $438K and bringing the position to 50,735 shares worth $7.22M. The position accounts for 1.85% of the portfolio, ranked #16.

Client 1st Advisory Group first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Client 1st Advisory Group held 50,735 shares of iShares S&P 500 Growth ETF worth $7.22M as of Q3 2026.
Client 1st Advisory Group bought 3,162 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $438K.
iShares S&P 500 Growth ETF made up 1.85% of Client 1st Advisory Group's portfolio in Q3 2026, its #16 holding.
Client 1st Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
458 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.