Insight Advisors
IVW icon

Insight Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Insight Advisors’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 		$1.92M Sell
13,502
-25
-0.2% -$3.47K 0.34% 39
2026
Q2 		$1.86M Sell
13,527
-217
-2% -$28.7K 0.33% 42
2026
Q1 		$1.55M Sell
13,744
-77
-0.6% -$9.26K 0.3% 46
2025
Q4 		$1.7M Sell
13,821
-110
-0.8% -$13.5K 0.26% 65
2025
Q3 		$1.68M Sell
13,931
-1,155
-8% -$133K 0.26% 66
2025
Q2 		$1.66M Buy
15,086
+5
+0% +$495 0.27% 59
2025
Q1 		$1.4M Sell
15,081
-1,637
-10% -$165K 0.24% 64
2024
Q4 		$1.71M Buy
16,718
+201
+1% +$20.1K 0.29% 58
2024
Q3 		$1.58M Buy
16,517
+35
+0.2% +$3.23K 0.27% 62
2024
Q2 		$1.53M Sell
16,482
-106
-0.6% -$9.14K 0.28% 62
2024
Q1 		$1.4M Buy
16,588
+4
+0% +$321 0.27% 66
2023
Q4 		$1.25M Sell
16,584
-56
-0.3% -$3.99K 0.26% 62
2023
Q3 		$1.14M Buy
16,640
+128
+0.8% +$9.06K 0.26% 64
2023
Q2 		$1.16M Buy
16,512
+1,058
+7% +$69.9K 0.26% 66
2023
Q1 		$987K Buy
15,454
+11
+0.1% +$672 0.23% 71
2022
Q4 		$892K Sell
15,443
-501
-3% -$30.1K 0.31% 82
2022
Q3 		$922K Sell
15,944
-91
-0.6% -$5.91K 0.36% 73
2022
Q2 		$1.11M Sell
16,035
-949
-6% -$62.8K 0.38% 69
2022
Q1 		$1.3M Sell
16,984
-207
-1% -$15.6K 0.39% 70
2021
Q4 		$1.44M Sell
17,191
-9
-0.1% -$725 0.42% 59
2021
Q3 		$1.42M Buy
17,200
+951
+6% +$72.5K 0.42% 57
2021
Q2 		$1.22M Sell
16,249
-508
-3% -$35.2K 0.38% 67
2021
Q1 		$1.17M Sell
16,757
-610
-4% -$39.4K 0.37% 68
2020
Q4 		$1.11M Buy
+17,367
New +$1.05M 0.42% 61

Other funds holding IVW

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
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Insight Advisors's IVW Position: Q3 2026 in Review

Insight Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q3 2026, selling an estimated $3.47K and leaving 13,502 shares worth $1.92M. The position accounts for 0.34% of the portfolio, ranked #39.

Insight Advisors first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Insight Advisors held 13,502 shares of iShares S&P 500 Growth ETF worth $1.92M as of Q3 2026.
  • Insight Advisors sold 25 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.47K.
  • iShares S&P 500 Growth ETF made up 0.34% of Insight Advisors's portfolio in Q3 2026, its #39 holding.
  • Insight Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.