Cyndeo Wealth Partners
IVW icon

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

Cyndeo 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 		$467K Hold
3,279
– – 0.02% 371
2026
Q2 		$451K Buy
+3,279
New +$433K 0.02% 364
2025
Q4 		– Sell
-1,675
Closed -$202K – 496
2025
Q3 		$202K Sell
1,675
-359
-18% -$41.3K 0.01% 464
2025
Q2 		$224K Buy
+2,034
New +$201K 0.01% 434

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Cyndeo Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,279 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #371.

Cyndeo Wealth Partners first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Cyndeo Wealth Partners held 3,279 shares of iShares S&P 500 Growth ETF worth $467K as of Q3 2026.
  • Cyndeo Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #371 holding.
  • Cyndeo Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.