Eclectic Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Eclectic Associates’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	$2.28M	Sell	15,994 -3,281	-17%	-$455K	0.25%	56
2026 Q2	$2.65M	Sell	19,275 -1,884	-9%	-$249K	0.3%	51
2026 Q1	$2.39M	Sell	21,159 -6,955	-25%	-$836K	0.32%	53
2025 Q4	$3.47M	Sell	28,114 -23,639	-46%	-$2.89M	0.54%	38
2025 Q3	$6.25M	Sell	51,753 -6,356	-11%	-$731K	1.15%	23
2025 Q2	$6.4M	Sell	58,109 -4,878	-8%	-$483K	1.39%	21
2025 Q1	$5.85M	Sell	62,987 -236	-0.4%	-$23.8K	1.57%	15
2024 Q4	$6.42M	Buy	+63,223	New	+$6.31M	1.9%	10

Other funds holding IVW

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

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

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Eclectic Associates's IVW Position: Q3 2026 in Review

Eclectic Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q3 2026, selling an estimated $455K and leaving 15,994 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #56.

Eclectic Associates first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.42M in Q4 2024. 650 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Eclectic Associates held 15,994 shares of iShares S&P 500 Growth ETF worth $2.28M as of Q3 2026.
Eclectic Associates sold 3,281 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $455K.
iShares S&P 500 Growth ETF made up 0.25% of Eclectic Associates's portfolio in Q3 2026, its #56 holding.
Eclectic Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's iShares S&P 500 Growth ETF position peaked at $6.42M in Q4 2024.
650 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.