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

Holland Advisory Services’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	$535K	Buy	3,759 +4	+0.1%	+$555	0.56%	25
2026 Q2	$516K	Sell	3,755 -338	-8%	-$44.6K	0.57%	23
2026 Q1	$463K	Buy	4,093 +4	+0.1%	+$481	0.62%	23
2025 Q4	$504K	Buy	4,089 +4	+0.1%	+$490	0.68%	17
2025 Q3	$493K	Buy	4,085 +5	+0.1%	+$575	0.68%	19
2025 Q2	$449K	Buy	4,080 +4	+0.1%	+$396	0.66%	20
2025 Q1	$378K	Buy	4,076 +5	+0.1%	+$504	0.57%	25
2024 Q4	$413K	Buy	4,071 +5	+0.1%	+$499	0.54%	22
2024 Q3	$389K	Buy	4,066 +6	+0.1%	+$554	0.51%	25
2024 Q2	$376K	Buy	4,060 +4	+0.1%	+$345	0.46%	25
2024 Q1	$343K	Buy	4,056 +4	+0.1%	+$321	0.38%	26
2023 Q4	$304K	Buy	4,052 +24	+0.6%	+$1.71K	0.35%	28
2023 Q3	$276K	Hold	4,028	–	–	0.35%	30
2023 Q2	$284K	Buy	4,028 +9	+0.2%	+$595	0.36%	24
2023 Q1	$257K	Buy	4,019 +12	+0.3%	+$734	0.3%	26
2022 Q4	$234K	Buy	4,007 +9	+0.2%	+$540	0.28%	26
2022 Q3	$231K	Sell	3,998 -209	-5%	-$13.6K	0.29%	25
2022 Q2	$254K	Sell	4,207 -144	-3%	-$9.5K	0.3%	27
2022 Q1	$332K	Buy	4,351 +7	+0.2%	+$526	0.39%	27
2021 Q4	$363K	Buy	+4,344	New	+$350K	0.42%	27

Other funds holding IVW

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Vise Technologies New York $12B AUM 18.78% 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

Holland Advisory Services's IVW Position: Q3 2026 in Review

Holland Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.11% in Q3 2026, buying an estimated $555 and bringing the position to 3,759 shares worth $535K. The position accounts for 0.56% of the portfolio, ranked #25.

Holland Advisory Services first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Holland Advisory Services held 3,759 shares of iShares S&P 500 Growth ETF worth $535K as of Q3 2026.
Holland Advisory Services bought 4 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $555.
iShares S&P 500 Growth ETF made up 0.56% of Holland Advisory Services's portfolio in Q3 2026, its #25 holding.
Holland Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Holland Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.