Geneva Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Geneva Partners’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	$235K	Sell	1,651 -13	-0.8%	-$1.8K	0.07%	81
2026 Q2	$229K	Sell	1,664 -123	-7%	-$16.2K	0.06%	74
2026 Q1	$202K	Sell	1,787 -474	-21%	-$57K	0.1%	63
2025 Q4	$279K	Sell	2,261 -35	-2%	-$4.28K	0.1%	65
2025 Q3	$277K	Sell	2,296 -46	-2%	-$5.29K	0.1%	65
2025 Q2	$258K	Buy	2,342 +68	+3%	+$6.73K	0.1%	70
2025 Q1	$211K	Buy	2,274 +2	+0.1%	+$202	0.11%	60
2024 Q4	$231K	Buy	2,272 +20	+0.9%	+$2K	0.09%	69
2024 Q3	$216K	Sell	2,252 -198	-8%	-$18.3K	0.09%	69
2024 Q2	$227K	Buy	+2,450	New	+$211K	0.09%	62

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Geneva Partners's IVW Position: Q3 2026 in Review

Geneva Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.78% in Q3 2026, selling an estimated $1.8K and leaving 1,651 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #81.

Geneva Partners first reported a position in IVW in Q2 2024 and has held it in 10 quarters since. The position peaked at $279K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Geneva Partners held 1,651 shares of iShares S&P 500 Growth ETF worth $235K as of Q3 2026.
Geneva Partners sold 13 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.8K.
iShares S&P 500 Growth ETF made up 0.07% of Geneva Partners's portfolio in Q3 2026, its #81 holding.
Geneva Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Geneva Partners's iShares S&P 500 Growth ETF position peaked at $279K in Q4 2025.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.