Commonwealth Financial Services
IVW icon

Commonwealth Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Commonwealth Financial Services’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 		$3.55M Sell
24,986
-1,517
-6% -$210K 0.64% 32
2026
Q2 		$3.64M Sell
26,503
-273
-1% -$36K 0.49% 45
2026
Q1 		$3.03M Sell
26,776
-8,197
-23% -$986K 0.48% 43
2025
Q4 		$4.31M Sell
34,973
-1,864
-5% -$228K 0.71% 36
2025
Q3 		$4.45M Buy
36,837
+6,510
+21% +$749K 0.76% 36
2025
Q2 		$3.34M Sell
30,327
-91,091
-75% -$9.02M 0.64% 38
2025
Q1 		$11.3M Sell
121,418
-6,741
-5% -$680K 2.31% 8
2024
Q4 		$13M Sell
128,159
-8,779
-6% -$876K 2.55% 8
2024
Q3 		$12.9M Sell
136,938
-4,663
-3% -$431K 2.55% 8
2024
Q2 		$13.6M Buy
141,601
+85,824
+154% +$7.4M 2.79% 8
2024
Q1 		$4.19M Hold
55,777
– – 0.99% 29
2023
Q4 		$4.19M Buy
55,777
+33,481
+150% +$2.38M 0.99% 29
2023
Q3 		$1.53M Buy
+22,296
New +$1.58M 0.45% 47
2017
Q1 		$9.5M Buy
+290,920
New +$9.33M 10.4% 5
2016
Q1 		– Sell
-54,344
Closed -$1.57M – 235
2015
Q4 		$1.57M Buy
54,344
+16,048
+42% +$467K 5.34% 4
2015
Q3 		$1.03M Buy
38,296
+37,892
+9,379% +$1.08M 1.2% 7
2015
Q2 		$11K Sell
404
-160
-28% -$4.64K 0.01% 167
2015
Q1 		$16K Sell
564
-32,100
-98% -$911K 0.01% 152
2014
Q4 		$911K Buy
+32,664
New +$892K 0.82% 11

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

Commonwealth Financial Services's IVW Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q3 2026, selling an estimated $210K and leaving 24,986 shares worth $3.55M. The position accounts for 0.64% of the portfolio, ranked #32.

Commonwealth Financial Services first reported a position in IVW in Q4 2014 and has held it in 19 quarters since. The position peaked at $13.6M in Q2 2024. 699 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Commonwealth Financial Services held 24,986 shares of iShares S&P 500 Growth ETF worth $3.55M as of Q3 2026.
  • Commonwealth Financial Services sold 1,517 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $210K.
  • iShares S&P 500 Growth ETF made up 0.64% of Commonwealth Financial Services's portfolio in Q3 2026, its #32 holding.
  • Commonwealth Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 19 quarters since.
  • Commonwealth Financial Services's iShares S&P 500 Growth ETF position peaked at $13.6M in Q2 2024.
  • 699 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.