Financial Management Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Management Network’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	$9.38M	Sell	65,212 -53	-0.1%	-$7.35K	1.35%	20
2026 Q2	$8.76M	Buy	65,265 +429	+0.7%	+$56.6K	1.26%	21
2026 Q1	$7.79M	Sell	64,836 -3,764	-5%	-$453K	1.19%	20
2025 Q4	$8.46M	Sell	68,600 -925	-1%	-$113K	1.34%	18
2025 Q3	$8.46M	Sell	69,525 -1,592	-2%	-$183K	1.39%	15
2025 Q2	$7.88M	Sell	71,117 -601	-0.8%	-$59.5K	1.41%	17
2025 Q1	$6.03M	Sell	71,718 -482	-0.7%	-$48.6K	1.36%	17
2024 Q4	$7.46M	Sell	72,200 -1,638	-2%	-$163K	1.55%	16
2024 Q3	$7.06M	Sell	73,838 -1,134	-2%	-$105K	1.48%	17
2024 Q2	$7.18M	Sell	74,972 -2,839	-4%	-$245K	1.72%	17
2024 Q1	$6.47M	Sell	77,811 -2,496	-3%	-$201K	1.63%	16
2023 Q4	$5.86M	Sell	80,307 -109	-0.1%	-$7.76K	1.71%	15
2023 Q3	$5.5M	Sell	80,416 -555	-0.7%	-$39.3K	1.82%	14
2023 Q2	$5.71M	Sell	80,971 -1,688	-2%	-$112K	1.99%	13
2023 Q1	$5.29M	Sell	82,659 -5,668	-6%	-$346K	2.12%	13
2022 Q4	$5.12M	Sell	88,327 -796	-0.9%	-$47.8K	2.28%	9
2022 Q3	$5.44M	Sell	89,123 -1,957	-2%	-$127K	2.69%	8
2022 Q2	$5.54M	Sell	91,080 -1,679	-2%	-$111K	2.95%	8
2022 Q1	$7.22M	Buy	92,759 +546	+0.6%	+$41K	3.67%	6
2021 Q4	$7.7M	Sell	92,213 -1,664	-2%	-$134K	3.53%	6
2021 Q3	$6.87M	Sell	93,877 -1,182	-1%	-$90.1K	3.48%	6
2021 Q2	$7.02M	Buy	95,059 +935	+1%	+$64.7K	3.57%	6
2021 Q1	$6.53M	Buy	94,124 +4,025	+4%	+$260K	3.38%	6
2020 Q4	$5.88M	Buy	+90,099	New	+$5.46M	3.62%	6

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

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

SIA

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Financial Management Network's IVW Position: Q3 2026 in Review

Financial Management Network reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q3 2026, selling an estimated $7.35K and leaving 65,212 shares worth $9.38M. The position accounts for 1.35% of the portfolio, ranked #20.

Financial Management Network first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 458 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Financial Management Network held 65,212 shares of iShares S&P 500 Growth ETF worth $9.38M as of Q3 2026.
Financial Management Network sold 53 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $7.35K.
iShares S&P 500 Growth ETF made up 1.35% of Financial Management Network's portfolio in Q3 2026, its #20 holding.
Financial Management Network first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
458 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.