Elm Partners Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Elm Partners 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	$662K	Buy	4,651 +3	+0.1%	+$416	0.02%	94
2026 Q2	$639K	Buy	4,648 +239	+5%	+$31.6K	0.02%	96
2026 Q1	$499K	Buy	4,409 +3	+0.1%	+$361	0.02%	102
2025 Q4	$543K	Buy	4,406 +5	+0.1%	+$612	0.02%	94
2025 Q3	$531K	Buy	+4,401	New	+$506K	0.02%	95

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Elm Partners Management's IVW Position: Q3 2026 in Review

Elm Partners Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q3 2026, buying an estimated $416 and bringing the position to 4,651 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #94.

Elm Partners Management first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Elm Partners Management held 4,651 shares of iShares S&P 500 Growth ETF worth $662K as of Q3 2026.
Elm Partners Management bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
iShares S&P 500 Growth ETF made up 0.02% of Elm Partners Management's portfolio in Q3 2026, its #94 holding.
Elm Partners Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Elm Partners Management's 13F filing for Q3 2026, filed 12 Nov 2026.