Heffernan Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heffernan Advisory’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	$320K	Buy	+2,250	New	+$312K	0.22%	38

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 26.91% 1-Year Est. Return

Heffernan Advisory's IVW Position: Q3 2026 in Review

Heffernan Advisory opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 2,250 shares worth $320K. The stake represents 0.22% of the portfolio and ranks #38 among its holdings.

1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Heffernan Advisory held 2,250 shares of iShares S&P 500 Growth ETF worth $320K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Heffernan Advisory position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.22% of Heffernan Advisory's portfolio in Q3 2026, its #38 holding.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.