Helium Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Helium Advisors’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	$2.18M	Sell	15,300 -148	-1%	-$20.5K	1.89%	12
2026 Q2	$2.12M	Sell	15,448 -184	-1%	-$24.3K	1.77%	16
2026 Q1	$1.77M	Sell	15,632 -891	-5%	-$107K	1.68%	16
2025 Q4	$2.04M	Sell	16,523 -245	-1%	-$30K	2.06%	12
2025 Q3	$2.02M	Sell	16,768 -1,241	-7%	-$143K	1.69%	14
2025 Q2	$1.98M	Sell	18,009 -191	-1%	-$18.9K	1.25%	18
2025 Q1	$1.69M	Buy	18,200 +43	+0.2%	+$4.34K	1.23%	17
2024 Q4	$1.84M	Buy	+18,157	New	+$1.81M	1.46%	17

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Helium Advisors's IVW Position: Q3 2026 in Review

Helium Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.96% in Q3 2026, selling an estimated $20.5K and leaving 15,300 shares worth $2.18M. The position accounts for 1.89% of the portfolio, ranked #12.

Helium Advisors first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 829 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Helium Advisors held 15,300 shares of iShares S&P 500 Growth ETF worth $2.18M as of Q3 2026.
Helium Advisors sold 148 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $20.5K.
iShares S&P 500 Growth ETF made up 1.89% of Helium Advisors's portfolio in Q3 2026, its #12 holding.
Helium Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
829 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.