Helen Stephens Group
IVW icon

Helen Stephens Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Helen Stephens 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 		$292K Buy
2,056
+2
+0.1% +$277 0.05% 110
2026
Q2 		$282K Buy
2,054
+2
+0.1% +$264 0.05% 115
2026
Q1 		$232K Buy
2,052
+2
+0.1% +$241 0.05% 110
2025
Q4 		$253K Buy
2,050
+2
+0.1% +$245 0.05% 103
2025
Q3 		$247K Buy
2,048
+3
+0.1% +$345 0.05% 100
2025
Q2 		$225K Buy
+2,045
New +$202K 0.06% 85
2025
Q1 		– Sell
-2,041
Closed -$207K – 89
2024
Q4 		$207K Buy
+2,041
New +$204K 0.06% 83

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Helen Stephens Group's IVW Position: Q3 2026 in Review

Helen Stephens Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q3 2026, buying an estimated $277 and bringing the position to 2,056 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #110.

Helen Stephens Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,389 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Helen Stephens Group held 2,056 shares of iShares S&P 500 Growth ETF worth $292K as of Q3 2026.
  • Helen Stephens Group bought 2 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $277.
  • iShares S&P 500 Growth ETF made up 0.05% of Helen Stephens Group's portfolio in Q3 2026, its #110 holding.
  • Helen Stephens Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,389 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.