Everest Management Corp
IVW icon

Everest Management Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Everest Management Corp’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 		$343K Hold
2,408
– – 0.11% 70
2026
Q2 		$331K Hold
2,408
– – 0.12% 65
2026
Q1 		$272K Hold
2,408
– – 0.14% 59
2025
Q4 		$297K Hold
2,408
– – 0.17% 51
2025
Q3 		$291K Hold
2,408
– – 0.19% 51
2025
Q2 		$265K Hold
2,408
– – 0.19% 51
2025
Q1 		$224K Hold
2,408
– – 0.2% 46
2024
Q4 		$244K Buy
+2,408
New +$240K 0.22% 42

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Everest Management Corp's IVW Position: Q3 2026 in Review

Everest Management Corp held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,408 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #70.

Everest Management Corp first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,771 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Everest Management Corp held 2,408 shares of iShares S&P 500 Growth ETF worth $343K as of Q3 2026.
  • Everest Management Corp left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Everest Management Corp's portfolio in Q3 2026, its #70 holding.
  • Everest Management Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,771 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Everest Management Corp's 13F filing for Q3 2026, filed 10 Nov 2026.