Floyd Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Floyd Financial Group’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	$576K	Hold	3,986	–	–	0.36%	50
2026 Q2	$550K	Hold	3,986	–	–	0.36%	53
2026 Q1	$504K	Hold	3,986	–	–	0.34%	54
2025 Q4	$483K	Hold	3,986	–	–	0.33%	57
2025 Q3	$481K	Hold	3,986	–	–	0.36%	46
2025 Q2	$442K	Hold	3,986	–	–	0.41%	38
2025 Q1	$370K	Sell	3,986 -99	-2%	-$10K	0.33%	48
2024 Q4	$413K	Buy	+4,085	New	+$408K	0.34%	53

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Floyd Financial Group's IVW Position: Q3 2026 in Review

Floyd Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,986 shares worth $576K. The position accounts for 0.36% of the portfolio, ranked #50.

Floyd Financial Group first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Floyd Financial Group held 3,986 shares of iShares S&P 500 Growth ETF worth $576K as of Q3 2026.
Floyd Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.36% of Floyd Financial Group's portfolio in Q3 2026, its #50 holding.
Floyd Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.