Fund Evaluation Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fund Evaluation 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	$421K	Buy	+2,957	New	+$410K	0.01%	79

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fund Evaluation Group's IVW Position: Q3 2026 in Review

Fund Evaluation Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 2,957 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #79 among its holdings.

1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Fund Evaluation Group held 2,957 shares of iShares S&P 500 Growth ETF worth $421K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Fund Evaluation Group position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Fund Evaluation Group's portfolio in Q3 2026, its #79 holding.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Fund Evaluation Group's 13F filing for Q3 2026, filed 5 Nov 2026.