DB Fitzpatrick & Co
IVW icon

DB Fitzpatrick & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

DB Fitzpatrick & Co’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 		$268K Sell
1,881
-8
-0.4% -$1.11K 0.22% 51
2026
Q2 		$260K Sell
1,889
-48
-2% -$6.34K 0.21% 52
2026
Q1 		$219K Sell
1,937
-96
-5% -$11.5K 0.19% 53
2025
Q4 		$251K Sell
2,033
-34
-2% -$4.16K 0.22% 52
2025
Q3 		$250K Sell
2,067
-227
-10% -$26.1K 0.23% 51
2025
Q2 		$253K Sell
2,294
-28
-1% -$2.77K 0.22% 57
2025
Q1 		$216K Hold
2,322
– – 0.2% 56
2024
Q4 		$236K Sell
2,322
-322
-12% -$32.1K 0.22% 54
2024
Q3 		$253K Sell
2,644
-5
-0.2% -$462 0.22% 52
2024
Q2 		$245K Sell
2,649
-2,166
-45% -$187K 0.23% 53
2024
Q1 		$407K Sell
4,815
-459
-9% -$36.9K 0.37% 55
2023
Q4 		$396K Buy
5,274
+62
+1% +$4.41K 0.38% 53
2023
Q3 		$357K Sell
5,212
-863
-14% -$61.1K 0.38% 50
2023
Q2 		$428K Buy
6,075
+539
+10% +$35.6K 0.45% 48
2023
Q1 		$354K Buy
5,536
+472
+9% +$28.9K 0.38% 48
2022
Q4 		$296K Sell
5,064
-363
-7% -$21.8K 0.34% 53
2022
Q3 		$314K Sell
5,427
-638
-11% -$41.5K 0.38% 49
2022
Q2 		$366K Buy
6,065
+446
+8% +$29.5K 0.4% 50
2022
Q1 		$429K Sell
5,619
-255
-4% -$19.2K 0.43% 50
2021
Q4 		$491K Buy
+5,874
New +$473K 0.46% 50

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

DB Fitzpatrick & Co's IVW Position: Q3 2026 in Review

DB Fitzpatrick & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.42% in Q3 2026, selling an estimated $1.11K and leaving 1,881 shares worth $268K. The position accounts for 0.22% of the portfolio, ranked #51.

DB Fitzpatrick & Co first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. The position peaked at $491K in Q4 2021. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • DB Fitzpatrick & Co held 1,881 shares of iShares S&P 500 Growth ETF worth $268K as of Q3 2026.
  • DB Fitzpatrick & Co sold 8 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.11K.
  • iShares S&P 500 Growth ETF made up 0.22% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #51 holding.
  • DB Fitzpatrick & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • DB Fitzpatrick & Co's iShares S&P 500 Growth ETF position peaked at $491K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.