Howard Financial Services
IVW icon

Howard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Howard Financial 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 		$735K Buy
5,169
+3
+0.1% +$416 0.08% 105
2026
Q2 		$710K Buy
5,166
+430
+9% +$56.8K 0.08% 109
2026
Q1 		$536K Buy
4,736
+3
+0.1% +$361 0.06% 123
2025
Q4 		$583K Buy
4,733
+4
+0.1% +$490 0.07% 103
2025
Q3 		$571K Buy
4,729
+5
+0.1% +$575 0.07% 96
2025
Q2 		$520K Buy
4,724
+4
+0.1% +$396 0.07% 100
2025
Q1 		$438K Buy
4,720
+707
+18% +$71.3K 0.06% 108
2024
Q4 		$407K Buy
4,013
+4
+0.1% +$399 0.06% 115
2024
Q3 		$384K Buy
4,009
+5
+0.1% +$462 0.06% 109
2024
Q2 		$371K Buy
4,004
+2
+0% +$172 0.06% 104
2024
Q1 		$338K Sell
4,002
-250
-6% -$20.1K 0.06% 114
2023
Q4 		$319K Buy
4,252
+1,115
+36% +$79.4K 0.06% 114
2023
Q3 		$215K Hold
3,137
– – 0.05% 134
2023
Q2 		$221K Buy
+3,137
New +$207K 0.05% 126
2022
Q2 		– Sell
-3,100
Closed -$237K – 134
2022
Q1 		$237K Buy
3,100
+5
+0.2% +$376 0.07% 114
2021
Q4 		$259K Buy
3,095
+9
+0.3% +$725 0.08% 104
2021
Q3 		$228K Buy
3,086
+82
+3% +$6.25K 0.09% 110
2021
Q2 		$219K Buy
+3,004
New +$208K 0.09% 109

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 26.91% 1-Year Est. Return

Howard Financial Services's IVW Position: Q3 2026 in Review

Howard Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q3 2026, buying an estimated $416 and bringing the position to 5,169 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #105.

Howard Financial Services first reported a position in IVW in Q2 2021 and has held it in 18 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Howard Financial Services held 5,169 shares of iShares S&P 500 Growth ETF worth $735K as of Q3 2026.
  • Howard Financial Services bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
  • iShares S&P 500 Growth ETF made up 0.08% of Howard Financial Services's portfolio in Q3 2026, its #105 holding.
  • Howard Financial Services first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.