Fifth Third Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fifth Third Wealth Advisors’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	$3.58M	Buy	25,181 +1,340	+6%	+$186K	0.09%	158
2026 Q2	$3.28M	Buy	23,841 +17,075	+252%	+$2.25M	0.09%	154
2026 Q1	$765K	Buy	6,766 +2,017	+42%	+$243K	0.03%	313
2025 Q4	$585K	Buy	4,749 +103	+2%	+$12.6K	0.02%	352
2025 Q3	$561K	Buy	4,646 +980	+27%	+$113K	0.02%	345
2025 Q2	$404K	Sell	3,666 -5,554	-60%	-$550K	0.02%	422
2025 Q1	$856K	Buy	9,220 +2,536	+38%	+$256K	0.04%	243
2024 Q4	$679K	Buy	+6,684	New	+$667K	0.04%	268

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

Fifth Third Wealth Advisors's IVW Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 5.6% in Q3 2026, buying an estimated $186K and bringing the position to 25,181 shares worth $3.58M. The position accounts for 0.09% of the portfolio, ranked #158.

Fifth Third Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Fifth Third Wealth Advisors held 25,181 shares of iShares S&P 500 Growth ETF worth $3.58M as of Q3 2026.
Fifth Third Wealth Advisors bought 1,340 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $186K.
iShares S&P 500 Growth ETF made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #158 holding.
Fifth Third Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.