Diversified Enterprises’s iShares S&P 500 Growth ETF IVW Stock Holding History

Diversified Enterprises’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	$749K	Sell	5,262 -341	-6%	-$47.3K	0.03%	213
2026 Q2	$771K	Sell	5,603 -59	-1%	-$7.79K	0.04%	195
2026 Q1	$640K	Sell	5,662 -100	-2%	-$12K	0.04%	206
2025 Q4	$710K	Sell	5,762 -49	-0.8%	-$6K	0.04%	170
2025 Q3	$701K	Sell	5,811 -176	-3%	-$20.2K	0.05%	126
2025 Q2	$659K	Sell	5,987 -2	-0%	-$198	0.05%	128
2025 Q1	$556K	Buy	5,989 +2,945	+97%	+$297K	0.05%	150
2024 Q4	$309K	Buy	3,044 +29	+1%	+$2.89K	0.03%	181
2024 Q3	$289K	Buy	+3,015	New	+$278K	0.03%	182

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Vise Technologies New York $12B AUM 18.78% 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

Diversified Enterprises's IVW Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.1% in Q3 2026, selling an estimated $47.3K and leaving 5,262 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #213.

Diversified Enterprises first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. The position peaked at $771K in Q2 2026. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Diversified Enterprises held 5,262 shares of iShares S&P 500 Growth ETF worth $749K as of Q3 2026.
Diversified Enterprises sold 341 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $47.3K.
iShares S&P 500 Growth ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #213 holding.
Diversified Enterprises first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares S&P 500 Growth ETF position peaked at $771K in Q2 2026.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.