Independent Wealth Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independent Wealth Network’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	$630K	Buy	4,432 +105	+2%	+$14.6K	0.16%	162
2026 Q2	$595K	Sell	4,327 -186	-4%	-$24.6K	0.15%	167
2026 Q1	$510K	Buy	4,513 +58	+1%	+$6.98K	0.15%	162
2025 Q4	$549K	Buy	4,455 +1,113	+33%	+$136K	0.17%	139
2025 Q3	$403K	Sell	3,342 -99	-3%	-$11.4K	0.13%	177
2025 Q2	$379K	Buy	3,441 +13	+0.4%	+$1.29K	0.14%	167
2025 Q1	$318K	Buy	3,428 +1,033	+43%	+$104K	0.13%	177
2024 Q4	$243K	Sell	2,395 -861	-26%	-$85.9K	0.1%	198
2024 Q3	$312K	Sell	3,256 -40	-1%	-$3.69K	0.14%	166
2024 Q2	$305K	Sell	3,296 -19	-0.6%	-$1.64K	0.14%	164
2024 Q1	$280K	Buy	3,315 +2	+0.1%	+$161	0.13%	177
2023 Q4	$249K	Buy	3,313 +41	+1%	+$2.92K	0.13%	167
2023 Q3	$224K	Buy	3,272 +35	+1%	+$2.48K	0.14%	173
2023 Q2	$228K	Buy	3,237 +42	+1%	+$2.78K	0.14%	175
2023 Q1	$204K	Buy	+3,195	New	+$195K	0.13%	179
2022 Q2	–	Sell	-5,037	Closed	-$385K	–	203
2022 Q1	$385K	Buy	5,037 +919	+22%	+$69K	0.24%	112
2021 Q4	$345K	Sell	4,118 -13,445	-77%	-$1.08M	0.21%	126
2021 Q3	$1.43M	Buy	+17,563	New	+$1.34M	0.94%	26

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Independent Wealth Network's IVW Position: Q3 2026 in Review

Independent Wealth Network increased its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q3 2026, buying an estimated $14.6K and bringing the position to 4,432 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #162.

Independent Wealth Network first reported a position in IVW in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q3 2021. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Independent Wealth Network held 4,432 shares of iShares S&P 500 Growth ETF worth $630K as of Q3 2026.
Independent Wealth Network bought 105 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $14.6K.
iShares S&P 500 Growth ETF made up 0.16% of Independent Wealth Network's portfolio in Q3 2026, its #162 holding.
Independent Wealth Network first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 18 quarters since.
Independent Wealth Network's iShares S&P 500 Growth ETF position peaked at $1.43M in Q3 2021.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.