FF
IVW icon

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

Formulate Financial’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 		$7.78M Buy
54,658
+244
+0.4% +$33.8K 8.08% 6
2026
Q2 		$7.48M Buy
54,414
+1,616
+3% +$213K 7.88% 6
2026
Q1 		$5.97M Buy
52,798
+1,665
+3% +$200K 7.37% 6
2025
Q4 		$6.3M Buy
51,133
+3,696
+8% +$452K 7.39% 6
2025
Q3 		$5.73M Buy
+47,437
New +$5.46M 7.1% 6

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Formulate Financial's IVW Position: Q3 2026 in Review

Formulate Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.45% in Q3 2026, buying an estimated $33.8K and bringing the position to 54,658 shares worth $7.78M. The position accounts for 8.08% of the portfolio, ranked #6.

Formulate Financial first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Formulate Financial held 54,658 shares of iShares S&P 500 Growth ETF worth $7.78M as of Q3 2026.
  • Formulate Financial bought 244 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $33.8K.
  • iShares S&P 500 Growth ETF made up 8.08% of Formulate Financial's portfolio in Q3 2026, its #6 holding.
  • Formulate Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.