CV Advisors
IVW icon

CV Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

CV Advisors’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 		– Sell
-1,713
Closed -$236K – 125
2026
Q2 		$236K Buy
+1,713
New +$226K 0.04% 122

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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

CV Advisors's IVW Position: Q3 2026 in Review

CV Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 1,713 shares — an estimated $236K sold.

CV Advisors first reported a position in IVW in Q2 2026 and held it in 1 quarter. The position peaked at $236K in Q2 2026. 659 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • CV Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • CV Advisors sold 1,713 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $236K.
  • CV Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and held it in 1 quarter.
  • CV Advisors's iShares S&P 500 Growth ETF position peaked at $236K in Q2 2026.
  • 659 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.