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

Compton Wealth 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	$7.82M	Sell	54,896 -160	-0.3%	-$22.2K	1.6%	20
2026 Q2	$7.54M	Sell	55,056 -1,969	-3%	-$260K	1.52%	20
2026 Q1	$6.54M	Buy	57,025 +80	+0.1%	+$9.6K	1.46%	20
2025 Q4	$7.02M	Hold	56,945	–	–	1.53%	20
2025 Q3	$6.87M	Buy	56,945 +336	+0.6%	+$38.6K	1.59%	20
2025 Q2	$6.23M	Sell	56,609 -8,862	-14%	-$877K	1.58%	19
2025 Q1	$6.08M	Buy	65,471 +487	+0.7%	+$49.1K	1.69%	18
2024 Q4	$6.6M	Buy	64,984 +63	+0.1%	+$6.28K	1.7%	17
2024 Q3	$6.22M	Hold	64,921	–	–	1.57%	16
2024 Q2	$6.01M	Sell	64,921 -1,166	-2%	-$101K	1.6%	14
2024 Q1	$5.58M	Sell	66,087 -90	-0.1%	-$7.23K	1.53%	16
2023 Q4	$4.97M	Sell	66,177 -1,168	-2%	-$83.1K	1.56%	15
2023 Q3	$4.61M	Sell	67,345 -23,895	-26%	-$1.69M	1.58%	14
2023 Q2	$6.43M	Sell	91,240 -92	-0.1%	-$6.08K	2.15%	16
2023 Q1	$5.84M	Buy	91,332 +34,748	+61%	+$2.12M	2.02%	17
2022 Q4	$3.31M	Buy	56,584 +1,641	+3%	+$98.5K	1.29%	20
2022 Q3	$3.18M	Buy	54,943 +18,300	+50%	+$1.19M	1.35%	20
2022 Q2	$2.21M	Buy	36,643 +1,811	+5%	+$120K	0.95%	25
2022 Q1	$2.66M	Sell	34,832 -4,545	-12%	-$341K	1.03%	24
2021 Q4	$3.3M	Buy	39,377 +698	+2%	+$56.2K	1.41%	20
2021 Q3	$2.86M	Sell	38,679 -1,805	-4%	-$138K	1.34%	20
2021 Q2	$2.94M	Sell	40,484 -4,561	-10%	-$316K	1.37%	21
2021 Q1	$2.93M	Hold	45,045	–	–	1.68%	18
2020 Q4	$2.88M	Buy	45,045 +1,537	+4%	+$93.2K	1.79%	16
2020 Q3	$2.51M	Sell	43,508 -1,760	-4%	-$100K	1.88%	17
2020 Q2	$2.35M	Sell	45,268 -2,760	-6%	-$132K	2.5%	13
2020 Q1	$1.98M	Sell	48,028 -6,092	-11%	-$288K	2.57%	12
2019 Q4	$2.62M	Sell	54,120 -5,228	-9%	-$242K	2.32%	15
2019 Q3	$2.67M	Sell	59,348 -2,108	-3%	-$95.4K	1.47%	11
2019 Q2	$2.75M	Sell	61,456 -2,100	-3%	-$92.4K	1.41%	10
2019 Q1	$2.74M	Sell	63,556 -188	-0.3%	-$7.7K	1.45%	9
2018 Q4	$2.4M	Buy	+63,744	New	+$2.58M	1.23%	9

Other funds holding IVW

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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 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

Compton Wealth Advisory Group's IVW Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.29% in Q3 2026, selling an estimated $22.2K and leaving 54,896 shares worth $7.82M. The position accounts for 1.6% of the portfolio, ranked #20.

Compton Wealth Advisory Group first reported a position in IVW in Q4 2018 and has held it in 32 quarters since. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Compton Wealth Advisory Group held 54,896 shares of iShares S&P 500 Growth ETF worth $7.82M as of Q3 2026.
Compton Wealth Advisory Group sold 160 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $22.2K.
iShares S&P 500 Growth ETF made up 1.6% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #20 holding.
Compton Wealth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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