Fiduciary Alliance
IVW icon

Fiduciary Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fiduciary Alliance’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 		$3.02M Sell
21,241
-3,015
-12% -$418K 0.23% 111
2026
Q2 		$3.34M Buy
24,256
+1,125
+5% +$149K 0.23% 122
2026
Q1 		$2.92M Buy
23,131
+4,468
+24% +$537K 0.18% 133
2025
Q4 		$2.3M Sell
18,663
-233
-1% -$28.5K 0.15% 151
2025
Q3 		$2.28M Buy
18,896
+2,637
+16% +$303K 0.15% 140
2025
Q2 		$1.79M Sell
16,259
-172
-1% -$17K 0.13% 152
2025
Q1 		$1.53M Sell
16,431
-246
-1% -$24.8K 0.15% 132
2024
Q4 		$1.69M Buy
16,677
+37
+0.2% +$3.69K 0.17% 119
2024
Q3 		$1.59M Sell
16,640
-176
-1% -$16.2K 0.21% 90
2024
Q2 		$1.58M Buy
16,816
+23
+0.1% +$1.98K 0.26% 79
2024
Q1 		$1.42M Buy
16,793
+445
+3% +$35.8K 0.25% 81
2023
Q4 		$1.23M Buy
16,348
+405
+3% +$28.8K 0.24% 74
2023
Q3 		$1.09M Sell
15,943
-955
-6% -$67.6K 0.25% 69
2023
Q2 		$1.19M Buy
16,898
+991
+6% +$65.5K 0.26% 67
2023
Q1 		$1.02M Buy
15,907
+15
+0.1% +$917 0.26% 73
2022
Q4 		$930K Buy
+15,892
New +$954K 0.24% 72

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Fiduciary Alliance's IVW Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q3 2026, selling an estimated $418K and leaving 21,241 shares worth $3.02M. The position accounts for 0.23% of the portfolio, ranked #111.

Fiduciary Alliance first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.34M in Q2 2026. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Fiduciary Alliance held 21,241 shares of iShares S&P 500 Growth ETF worth $3.02M as of Q3 2026.
  • Fiduciary Alliance sold 3,015 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $418K.
  • iShares S&P 500 Growth ETF made up 0.23% of Fiduciary Alliance's portfolio in Q3 2026, its #111 holding.
  • Fiduciary Alliance first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's iShares S&P 500 Growth ETF position peaked at $3.34M in Q2 2026.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.