Harbor Asset Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harbor Asset 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	$180K	Sell	1,267 -71	-5%	-$9.8K	0.14%	108
2026 Q2	$184K	Sell	1,338 -13	-1%	-$1.72K	0.14%	107
2026 Q1	$153K	Buy	1,351 +1	+0.1%	+$120	0.13%	109
2025 Q4	$166K	Buy	1,350 +2	+0.1%	+$245	0.14%	102
2025 Q3	$163K	Buy	1,348 +1	+0.1%	+$115	0.15%	99
2025 Q2	$148K	Buy	+1,347	New	+$133K	0.14%	104

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

Harbor Asset Planning's IVW Position: Q3 2026 in Review

Harbor Asset Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q3 2026, selling an estimated $9.8K and leaving 1,267 shares worth $180K. The position accounts for 0.14% of the portfolio, ranked #108.

Harbor Asset Planning first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. The position peaked at $184K in Q2 2026. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Harbor Asset Planning held 1,267 shares of iShares S&P 500 Growth ETF worth $180K as of Q3 2026.
Harbor Asset Planning sold 71 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $9.8K.
iShares S&P 500 Growth ETF made up 0.14% of Harbor Asset Planning's portfolio in Q3 2026, its #108 holding.
Harbor Asset Planning first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's iShares S&P 500 Growth ETF position peaked at $184K in Q2 2026.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.