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

Concord 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	$66.3K	Hold	466	–	–	0.01%	312
2026 Q2	$64.1K	Buy	+466	New	+$61.5K	0.01%	331
2026 Q1	–	Sell	-465	Closed	-$57.3K	–	497
2025 Q4	$57.3K	Sell	465 -87	-16%	-$10.6K	0.01%	311
2025 Q3	$66.6K	Buy	552 +1	+0.2%	+$115	0.01%	300
2025 Q2	$60.7K	Hold	551	–	–	0.01%	323
2025 Q1	$51.1K	Buy	551 +1	+0.2%	+$101	0.01%	314
2024 Q4	$55.8K	Buy	550 +1	+0.2%	+$100	0.01%	313
2024 Q3	$52.6K	Sell	549 -140	-20%	-$12.9K	0.01%	328
2024 Q2	$63.7K	Buy	689 +84	+14%	+$7.24K	0.01%	285
2024 Q1	$51.1K	Sell	605 -444	-42%	-$35.7K	0.01%	349
2023 Q4	$78.8K	Sell	1,049 -227	-18%	-$16.2K	0.02%	303
2023 Q3	$87.3K	Hold	1,276	–	–	0.02%	302
2023 Q2	$89.9K	Buy	1,276 +1	+0.1%	+$66	0.02%	288
2023 Q1	$81.5K	Buy	1,275 +1	+0.1%	+$61	0.02%	276
2022 Q4	$74.5K	Buy	+1,274	New	+$76.5K	0.02%	295
2022 Q3	–	Sell	-1,297	Closed	-$78K	–	645
2022 Q2	$78K	Hold	1,297	–	–	0.02%	298
2022 Q1	$99K	Buy	1,297 +376	+41%	+$28.2K	0.03%	301
2021 Q4	$77K	Buy	+921	New	+$74.2K	0.02%	352

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Concord Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 466 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Concord Wealth Partners first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $99K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Concord Wealth Partners held 466 shares of iShares S&P 500 Growth ETF worth $66.3K as of Q3 2026.
Concord Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #312 holding.
Concord Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's iShares S&P 500 Growth ETF position peaked at $99K in Q1 2022.
1,228 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.