DiNuzzo Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

DiNuzzo Private Wealth’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	$276K	Hold	1,940	–	–	0.03%	70
2026 Q2	$267K	Hold	1,940	–	–	0.03%	69
2026 Q1	$219K	Hold	1,940	–	–	0.02%	77
2025 Q4	$239K	Hold	1,940	–	–	0.03%	72
2025 Q3	$223K	Hold	1,940	–	–	0.03%	72
2025 Q2	$214K	Hold	1,940	–	–	0.03%	72
2025 Q1	$180K	Buy	+1,940	New	+$196K	0.02%	75

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

DiNuzzo Private Wealth's IVW Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,940 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #70.

DiNuzzo Private Wealth first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

DiNuzzo Private Wealth held 1,940 shares of iShares S&P 500 Growth ETF worth $276K as of Q3 2026.
DiNuzzo Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #70 holding.
DiNuzzo Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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