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

Enzi Wealth’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	$680K	Hold	4,706	–	–	0.2%	43
2026 Q2	$649K	Sell	4,706 -385	-8%	-$50.8K	0.21%	39
2026 Q1	$576K	Hold	5,091	–	–	0.2%	38
2025 Q4	$628K	Hold	5,091	–	–	0.22%	37
2025 Q3	$610K	Sell	5,091 -153	-3%	-$17.6K	0.21%	35
2025 Q2	$581K	Buy	5,244 +46	+0.9%	+$4.55K	0.21%	34
2025 Q1	$482K	Hold	5,198	–	–	0.2%	36
2024 Q4	$552K	Sell	5,198 -366	-7%	-$36.5K	0.21%	36
2024 Q3	$544K	Buy	5,564 +685	+14%	+$63.2K	0.21%	35
2024 Q2	$467K	Sell	4,879 -68	-1%	-$5.86K	0.21%	35
2024 Q1	$407K	Buy	4,947 +68	+1%	+$5.46K	0.19%	36
2023 Q4	$393K	Hold	4,879	–	–	0.19%	37
2023 Q3	$340K	Hold	4,879	–	–	0.18%	39
2023 Q2	$347K	Sell	4,879 -1,616	-25%	-$107K	0.18%	43
2023 Q1	$419K	Sell	6,495 -1,245	-16%	-$76.1K	0.22%	40
2022 Q4	$472K	Hold	7,740	–	–	0.23%	43
2022 Q3	$483K	Buy	+7,740	New	+$503K	0.24%	43

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

Enzi Wealth's IVW Position: Q3 2026 in Review

Enzi Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 4,706 shares worth $680K. The position accounts for 0.2% of the portfolio, ranked #43.

Enzi Wealth first reported a position in IVW in Q3 2022 and has held it in 17 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Enzi Wealth held 4,706 shares of iShares S&P 500 Growth ETF worth $680K as of Q3 2026.
Enzi Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.2% of Enzi Wealth's portfolio in Q3 2026, its #43 holding.
Enzi Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 17 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.