Friday Financial
IVW icon

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

Friday 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 		$2.62M Buy
18,355
+6,313
+52% +$875K 0.52% 33
2026
Q2 		$1.64M Buy
12,042
+298
+3% +$39.4K 0.44% 38
2026
Q1 		$1.33M Hold
11,744
– – 0.46% 34
2025
Q4 		$1.45M Hold
11,744
– – 0.51% 31
2025
Q3 		$1.42M Hold
11,744
– – 0.59% 29
2025
Q2 		$1.29M Buy
11,744
+5,041
+75% +$499K 0.66% 25
2025
Q1 		$632K Hold
6,703
– – 0.38% 39
2024
Q4 		$681K Buy
+6,703
New +$669K 0.47% 35

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Friday Financial's IVW Position: Q3 2026 in Review

Friday Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 52% in Q3 2026, buying an estimated $875K and bringing the position to 18,355 shares worth $2.62M. The position accounts for 0.52% of the portfolio, ranked #33.

Friday Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Friday Financial held 18,355 shares of iShares S&P 500 Growth ETF worth $2.62M as of Q3 2026.
  • Friday Financial bought 6,313 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $875K.
  • iShares S&P 500 Growth ETF made up 0.52% of Friday Financial's portfolio in Q3 2026, its #33 holding.
  • Friday Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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