Impact Partnership Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Impact Partnership Wealth’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	$581K	Buy	4,082 +139	+4%	+$19.3K	0.05%	257
2026 Q2	$542K	Sell	3,943 -835	-17%	-$110K	0.05%	241
2026 Q1	$540K	Buy	4,778 +1,713	+56%	+$206K	0.07%	191
2025 Q4	$378K	Buy	3,065 +1,158	+61%	+$142K	0.05%	244
2025 Q3	$230K	Buy	+1,907	New	+$219K	0.03%	269
2024 Q1	–	Sell	-28	Closed	-$2.1K	–	788
2023 Q4	$2.1K	Sell	28 -155	-85%	-$11K	﹤0.01%	685
2023 Q3	$12.5K	Sell	183 -35	-16%	-$2.48K	﹤0.01%	556
2023 Q2	$15.4K	Buy	+218	New	+$14.4K	0.01%	377

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

Impact Partnership Wealth's IVW Position: Q3 2026 in Review

Impact Partnership Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q3 2026, buying an estimated $19.3K and bringing the position to 4,082 shares worth $581K. The position accounts for 0.05% of the portfolio, ranked #257.

Impact Partnership Wealth first reported a position in IVW in Q2 2023 and has held it in 8 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Impact Partnership Wealth held 4,082 shares of iShares S&P 500 Growth ETF worth $581K as of Q3 2026.
Impact Partnership Wealth bought 139 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $19.3K.
iShares S&P 500 Growth ETF made up 0.05% of Impact Partnership Wealth's portfolio in Q3 2026, its #257 holding.
Impact Partnership Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 8 quarters since.
1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.