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

Insight Wealth Strategies’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	$591K	Buy	4,157 +4	+0.1%	+$555	0.06%	124
2026 Q2	$568K	Buy	4,153 +4	+0.1%	+$528	0.06%	121
2026 Q1	$469K	Buy	4,149 +3	+0.1%	+$361	0.05%	132
2025 Q4	$511K	Sell	4,146 -532	-11%	-$65.1K	0.06%	125
2025 Q3	$565K	Sell	4,678 -162	-3%	-$18.6K	0.07%	122
2025 Q2	$527K	Buy	4,840 +5	+0.1%	+$495	0.07%	119
2025 Q1	$449K	Buy	4,835 +6	+0.1%	+$605	0.06%	124
2024 Q4	$490K	Sell	4,829 -766	-14%	-$76.4K	0.07%	120
2024 Q3	$536K	Buy	5,595 +175	+3%	+$16.2K	0.07%	126
2024 Q2	$502K	Buy	5,420 +71	+1%	+$6.12K	0.07%	132
2024 Q1	$452K	Sell	5,349 -23	-0.4%	-$1.85K	0.07%	138
2023 Q4	$403K	Buy	5,372 +32	+0.6%	+$2.28K	0.07%	137
2023 Q3	$365K	Buy	5,340 +14	+0.3%	+$991	0.07%	126
2023 Q2	$375K	Sell	5,326 -838	-14%	-$55.4K	0.07%	122
2023 Q1	$394K	Sell	6,164 -192	-3%	-$11.7K	0.08%	118
2022 Q4	$372K	Sell	6,356 -863	-12%	-$51.8K	0.07%	116
2022 Q3	$436K	Hold	7,219	–	–	0.08%	117
2022 Q2	$436K	Sell	7,219 -262	-4%	-$17.3K	0.08%	117
2022 Q1	$571K	Sell	7,481 -771	-9%	-$57.9K	0.08%	119
2021 Q4	$690K	Sell	8,252 -3,651	-31%	-$294K	0.1%	116
2021 Q3	$880K	Sell	11,903 -2,421	-17%	-$185K	0.12%	114
2021 Q2	$1.04M	Sell	14,324 -6,213	-30%	-$430K	0.15%	95
2021 Q1	$1.34M	Sell	20,537 -7,641	-27%	-$494K	0.18%	81
2020 Q4	$1.8M	Sell	28,178 -178	-0.6%	-$10.8K	0.31%	42
2020 Q3	$1.64M	Buy	28,356 +1,140	+4%	+$64.5K	0.3%	37
2020 Q2	$1.41M	Sell	27,216 -6,276	-19%	-$301K	0.31%	32
2020 Q1	$1.38M	Sell	33,492 -488,768	-94%	-$23.1M	0.37%	30
2019 Q4	$25.3M	Buy	522,260 +10,288	+2%	+$477K	5.35%	3
2019 Q3	$23M	Buy	511,972 +77,224	+18%	+$3.49M	5.41%	4
2019 Q2	$19.5M	Buy	434,748 +69,288	+19%	+$3.05M	4.76%	6
2019 Q1	$15.7M	Sell	365,460 -42,812	-10%	-$1.75M	4.4%	6
2018 Q4	$15.4M	Buy	+408,272	New	+$16.5M	4.71%	6

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Insight Wealth Strategies's IVW Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares S&P 500 Growth ETF (IVW) stake by 0.1% in Q3 2026, buying an estimated $555 and bringing the position to 4,157 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #124.

Insight Wealth Strategies first reported a position in IVW in Q4 2018 and has held it in 32 quarters since. The position peaked at $25.3M in Q4 2019. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Insight Wealth Strategies held 4,157 shares of iShares S&P 500 Growth ETF worth $591K as of Q3 2026.
Insight Wealth Strategies bought 4 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $555.
iShares S&P 500 Growth ETF made up 0.06% of Insight Wealth Strategies's portfolio in Q3 2026, its #124 holding.
Insight Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
Insight Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $25.3M in Q4 2019.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.