Human Investing’s iShares S&P 500 Growth ETF IVW Stock Holding History

Human Investing’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	$284K	Sell	1,999 -75	-4%	-$10.4K	0.04%	88
2026 Q2	$285K	Sell	2,074 -75	-3%	-$9.9K	0.04%	84
2026 Q1	$243K	Sell	2,149 -44	-2%	-$5.29K	0.04%	87
2025 Q4	$270K	Buy	2,193 +159	+8%	+$19.5K	0.04%	83
2025 Q3	$246K	Buy	2,034 +2	+0.1%	+$230	0.04%	85
2025 Q2	$224K	Sell	2,032 -565	-22%	-$55.9K	0.04%	92
2025 Q1	$241K	Buy	2,597 +424	+20%	+$42.7K	0.04%	83
2024 Q4	$221K	Sell	2,173 -354	-14%	-$35.3K	0.04%	90
2024 Q3	$242K	Sell	2,527 -13	-0.5%	-$1.2K	0.04%	90
2024 Q2	$235K	Hold	2,540	–	–	0.05%	84
2024 Q1	$214K	Buy	+2,540	New	+$204K	0.04%	88
2021 Q2	–	Sell	-268	Closed	-$17K	–	197
2021 Q1	$17K	Hold	268	–	–	﹤0.01%	204
2020 Q4	$17K	Hold	268	–	–	﹤0.01%	205
2020 Q3	$15K	Sell	268 -112	-29%	-$6.34K	﹤0.01%	209
2020 Q2	$20K	Sell	380 -68	-15%	-$3.26K	0.01%	189
2020 Q1	$18K	Sell	448 -60	-12%	-$2.84K	0.01%	201
2019 Q4	$25K	Sell	508 -12	-2%	-$556	0.01%	236
2019 Q3	$23K	Sell	520 -80	-13%	-$3.62K	0.01%	235
2019 Q2	$27K	Hold	600	–	–	0.01%	236
2019 Q1	$26K	Sell	600 -76	-11%	-$3.11K	0.01%	214
2018 Q4	$25K	Buy	+676	New	+$27.4K	0.01%	228

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Human Investing's IVW Position: Q3 2026 in Review

Human Investing reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q3 2026, selling an estimated $10.4K and leaving 1,999 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #88.

Human Investing first reported a position in IVW in Q4 2018 and has held it in 21 quarters since. The position peaked at $285K in Q2 2026. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Human Investing held 1,999 shares of iShares S&P 500 Growth ETF worth $284K as of Q3 2026.
Human Investing sold 75 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $10.4K.
iShares S&P 500 Growth ETF made up 0.04% of Human Investing's portfolio in Q3 2026, its #88 holding.
Human Investing first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 21 quarters since.
Human Investing's iShares S&P 500 Growth ETF position peaked at $285K in Q2 2026.
1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.