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

FORM 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	$3.44M	Sell	24,200 -580	-2%	-$80.4K	0.38%	15
2026 Q2	$3.41M	Sell	24,780 -2,404	-9%	-$317K	0.37%	15
2026 Q1	$3.07M	Sell	27,184 -1,068	-4%	-$128K	0.36%	19
2025 Q4	$3.48M	Buy	+28,252	New	+$3.46M	0.41%	17
2025 Q2	$3.35M	Buy	30,453 +1,003	+3%	+$99.3K	0.41%	17
2025 Q1	$2.73M	Buy	+29,450	New	+$2.97M	0.37%	19

Other funds holding IVW

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

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

FORM Wealth Advisors's IVW Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q3 2026, selling an estimated $80.4K and leaving 24,200 shares worth $3.44M. The position accounts for 0.38% of the portfolio, ranked #15.

FORM Wealth Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.48M in Q4 2025. 699 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

FORM Wealth Advisors held 24,200 shares of iShares S&P 500 Growth ETF worth $3.44M as of Q3 2026.
FORM Wealth Advisors sold 580 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $80.4K.
iShares S&P 500 Growth ETF made up 0.38% of FORM Wealth Advisors's portfolio in Q3 2026, its #15 holding.
FORM Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $3.48M in Q4 2025.
699 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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