DWR Wealth Management
IVW icon

DWR Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

DWR Wealth Management’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 		$216K Hold
1,516
– – 0.15% 52
2026
Q2 		$206K Buy
+1,516
New +$200K 0.15% 51

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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

DWR Wealth Management's IVW Position: Q3 2026 in Review

DWR Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,516 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #52.

DWR Wealth Management first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • DWR Wealth Management held 1,516 shares of iShares S&P 500 Growth ETF worth $216K as of Q3 2026.
  • DWR Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.15% of DWR Wealth Management's portfolio in Q3 2026, its #52 holding.
  • DWR Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.