HRC Wealth Management
IVW icon

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

HRC 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 		$214K Sell
1,502
-212
-12% -$29.4K 0.09% 67
2026
Q2 		$236K Buy
+1,714
New +$226K 0.1% 56
2026
Q1 		– Sell
-1,714
Closed -$211K – 60
2025
Q4 		$211K Hold
1,714
– – 0.1% 53
2025
Q3 		$207K Buy
+1,714
New +$197K 0.1% 52

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

HRC Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q3 2026, selling an estimated $29.4K and leaving 1,502 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #67.

HRC Wealth Management first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q2 2026. 1,249 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • HRC Wealth Management held 1,502 shares of iShares S&P 500 Growth ETF worth $214K as of Q3 2026.
  • HRC Wealth Management sold 212 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $29.4K.
  • iShares S&P 500 Growth ETF made up 0.09% of HRC Wealth Management's portfolio in Q3 2026, its #67 holding.
  • HRC Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • HRC Wealth Management's iShares S&P 500 Growth ETF position peaked at $236K in Q2 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.