Horizons Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Horizons Wealth Management’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	$21.1K	Buy	+148	New	+$20.5K	0.01%	125
2026 Q1	$16.8K	Hold	148	–	–	0.01%	134
2025 Q4	$18.3K	Hold	148	–	–	0.01%	128
2025 Q3	$17.9K	Hold	148	–	–	0.01%	130
2025 Q2	$16.3K	Hold	148	–	–	0.01%	128
2025 Q1	$13.8K	Buy	+148	New	+$14.9K	0.01%	130

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Horizons Wealth Management's IVW Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 148 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IVW as recently as Q1 2026.

Horizons Wealth Management first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Horizons Wealth Management held 148 shares of iShares S&P 500 Growth ETF worth $21.1K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Horizons Wealth Management position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #125 holding.
Horizons Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.