FP
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Financial Perspectives’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Perspectives’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 		$14.9M Buy
104,510
+3,934
+4% +$545K 3.45% 6
2026
Q2 		$13.8M Buy
100,576
+1,630
+2% +$215K 3.37% 7
2026
Q1 		$11.2M Buy
98,946
+244
+0.2% +$29.3K 3.12% 8
2025
Q4 		$12.2M Buy
98,702
+3,398
+4% +$416K 3.28% 7
2025
Q3 		$11.5M Buy
95,304
+640
+0.7% +$73.6K 3.19% 7
2025
Q2 		$10.4M Buy
94,664
+2,008
+2% +$199K 3.15% 7
2025
Q1 		$8.6M Sell
92,656
-795
-0.9% -$80.1K 2.94% 7
2024
Q4 		$9.49M Buy
93,451
+185
+0.2% +$18.5K 3.19% 7
2024
Q3 		$8.93M Sell
93,266
-1,767
-2% -$163K 3.1% 8
2024
Q2 		$8.79M Buy
95,033
+990
+1% +$85.3K 3.25% 7
2024
Q1 		$7.94M Buy
94,043
+3,114
+3% +$250K 3.01% 8
2023
Q4 		$6.83M Buy
90,929
+2,209
+2% +$157K 2.77% 9
2023
Q3 		$6.07M Buy
88,720
+911
+1% +$64.5K 2.78% 10
2023
Q2 		$6.19M Buy
87,809
+2,275
+3% +$150K 2.72% 10
2023
Q1 		$5.46M Sell
85,534
-1,333
-2% -$81.5K 2.61% 10
2022
Q4 		$5.08M Sell
86,867
-576
-0.7% -$34.6K 2.6% 11
2022
Q3 		$5.06M Buy
87,443
+1,766
+2% +$115K 2.84% 9
2022
Q2 		$5.17M Sell
85,677
-4,719
-5% -$312K 2.92% 9
2022
Q1 		$6.9M Buy
90,396
+3,138
+4% +$236K 3.22% 8
2021
Q4 		$7.3M Buy
87,258
+1,054
+1% +$84.9K 3.45% 7
2021
Q3 		$6.37M Buy
86,204
+259
+0.3% +$19.7K 3.21% 8
2021
Q2 		$6.25M Buy
85,945
+2,539
+3% +$176K 3.04% 7
2021
Q1 		$5.43M Buy
83,406
+2,747
+3% +$178K 2.9% 8
2020
Q4 		$5.15M Buy
80,659
+2,855
+4% +$173K 2.92% 9
2020
Q3 		$4.49M Buy
77,804
+972
+1% +$55K 2.96% 8
2020
Q2 		$3.99M Sell
76,832
-552
-0.7% -$26.5K 2.85% 9
2020
Q1 		$3.19M Sell
77,384
-2,504
-3% -$118K 2.58% 8
2019
Q4 		$3.87M Buy
+79,888
New +$3.7M 2.64% 8

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Financial Perspectives's IVW Position: Q3 2026 in Review

Financial Perspectives increased its iShares S&P 500 Growth ETF (IVW) stake by 3.9% in Q3 2026, buying an estimated $545K and bringing the position to 104,510 shares worth $14.9M. The position accounts for 3.45% of the portfolio, ranked #6.

Financial Perspectives first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Financial Perspectives held 104,510 shares of iShares S&P 500 Growth ETF worth $14.9M as of Q3 2026.
  • Financial Perspectives bought 3,934 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $545K.
  • iShares S&P 500 Growth ETF made up 3.45% of Financial Perspectives's portfolio in Q3 2026, its #6 holding.
  • Financial Perspectives first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.