Ehrlich Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ehrlich Financial Group’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	$5.05M	Buy	35,467 +211	+0.6%	+$29.3K	2.61%	7
2026 Q2	$4.85M	Sell	35,256 -3,997	-10%	-$528K	2.49%	8
2026 Q1	$4.44M	Sell	39,253 -65,617	-63%	-$7.89M	2.55%	10
2025 Q4	$12.9M	Buy	104,870 +6,133	+6%	+$751K	7.36%	1
2025 Q3	$11.9M	Buy	98,737 +1,141	+1%	+$131K	7.07%	1
2025 Q2	$10.7M	Sell	97,596 -20,845	-18%	-$2.06M	6.96%	1
2025 Q1	$11M	Sell	118,441 -8,720	-7%	-$879K	8.01%	1
2024 Q4	$12.9M	Buy	127,161 +8,701	+7%	+$868K	9.18%	1
2024 Q3	$11.3M	Sell	118,460 -24,588	-17%	-$2.27M	8.09%	1
2024 Q2	$13.2M	Buy	143,048 +23,953	+20%	+$2.07M	10.45%	1
2024 Q1	$10.1M	Buy	119,095 +21,075	+22%	+$1.69M	8.47%	1
2023 Q4	$7.36M	Buy	+98,020	New	+$6.98M	7.38%	2

Other funds holding IVW

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

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

Ehrlich Financial Group's IVW Position: Q3 2026 in Review

Ehrlich Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.6% in Q3 2026, buying an estimated $29.3K and bringing the position to 35,467 shares worth $5.05M. The position accounts for 2.61% of the portfolio, ranked #7.

Ehrlich Financial Group first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.2M in Q2 2024. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Ehrlich Financial Group held 35,467 shares of iShares S&P 500 Growth ETF worth $5.05M as of Q3 2026.
Ehrlich Financial Group bought 211 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $29.3K.
iShares S&P 500 Growth ETF made up 2.61% of Ehrlich Financial Group's portfolio in Q3 2026, its #7 holding.
Ehrlich Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares S&P 500 Growth ETF position peaked at $13.2M in Q2 2024.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.