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

Detalus 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 		$36.1M Buy
253,712
+565
+0.2% +$78.3K 7.11% 2
2026
Q2 		$34.8M Buy
253,147
+4,272
+2% +$564K 6.79% 2
2026
Q1 		$28.2M Buy
248,875
+12,542
+5% +$1.51M 6.43% 2
2025
Q4 		$29.1M Buy
236,333
+9,613
+4% +$1.18M 7.1% 2
2025
Q3 		$27.4M Sell
226,720
-5,347
-2% -$615K 7.09% 2
2025
Q2 		$25.6M Sell
232,067
-7,850
-3% -$777K 7.41% 2
2025
Q1 		$22.3M Buy
239,917
+27
+0% +$2.72K 6.99% 2
2024
Q4 		$24.4M Sell
239,890
-1,411
-0.6% -$141K 8.02% 2
2024
Q3 		$23.1M Sell
241,301
-16,796
-7% -$1.55M 7.68% 2
2024
Q2 		$23.9M Buy
258,097
+54,094
+27% +$4.66M 8.19% 2
2024
Q1 		$17.2M Buy
204,003
+23,550
+13% +$1.89M 6.14% 3
2023
Q4 		$13.6M Buy
180,453
+4,212
+2% +$300K 5.42% 3
2023
Q3 		$12.1M Buy
176,241
+144,309
+452% +$10.2M 5.65% 2
2023
Q2 		$2.25M Buy
+31,932
New +$2.11M 1.01% 20

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
CC
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
EWA
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
SIA
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Detalus Advisors's IVW Position: Q3 2026 in Review

Detalus Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.22% in Q3 2026, buying an estimated $78.3K and bringing the position to 253,712 shares worth $36.1M. The position accounts for 7.11% of the portfolio, ranked #2.

Detalus Advisors first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 580 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Detalus Advisors held 253,712 shares of iShares S&P 500 Growth ETF worth $36.1M as of Q3 2026.
  • Detalus Advisors bought 565 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $78.3K.
  • iShares S&P 500 Growth ETF made up 7.11% of Detalus Advisors's portfolio in Q3 2026, its #2 holding.
  • Detalus Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.