GRWP
IVW icon

Green Ridge Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Green Ridge Wealth Planning’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 		$258K Hold
1,817
– – 0.1% 76
2026
Q2 		$250K Hold
1,817
– – 0.11% 74
2026
Q1 		$206K Hold
1,817
– – 0.11% 80
2025
Q4 		$224K Buy
+1,817
New +$222K 0.11% 80

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Green Ridge Wealth Planning's IVW Position: Q3 2026 in Review

Green Ridge Wealth Planning held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,817 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #76.

Green Ridge Wealth Planning first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Green Ridge Wealth Planning held 1,817 shares of iShares S&P 500 Growth ETF worth $258K as of Q3 2026.
  • Green Ridge Wealth Planning left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #76 holding.
  • Green Ridge Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.