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

Instrumental 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	$28.9M	Buy	203,061 +8,367	+4%	+$1.16M	14.03%	1
2026 Q2	$26.8M	Buy	194,694 +6,533	+3%	+$863K	13.56%	2
2026 Q1	$21.3M	Buy	188,161 +3,446	+2%	+$414K	13.08%	3
2025 Q4	$22.3M	Buy	184,715 +37,417	+25%	+$4.58M	13.37%	3
2025 Q3	$18.3M	Buy	147,298 +197	+0.1%	+$22.7K	12.85%	2
2025 Q2	$16.4M	Buy	147,101 +3,743	+3%	+$370K	13.01%	2
2025 Q1	$13.5M	Buy	143,358 +4,060	+3%	+$409K	12.22%	2
2024 Q4	$14.4M	Buy	139,298 +722	+0.5%	+$72K	13.63%	1
2024 Q3	$13.6M	Buy	138,576 +2,293	+2%	+$212K	13.21%	1
2024 Q2	$12.1M	Buy	136,283 +1,115	+0.8%	+$96.1K	12.54%	1
2024 Q1	$11.9M	Sell	135,168 -18,325	-12%	-$1.47M	5.19%	2
2023 Q4	$12M	Sell	153,493 -1,529	-1%	-$109K	13%	1
2023 Q3	$10.9M	Sell	155,022 -9,976	-6%	-$706K	12.73%	2
2023 Q2	$11.6M	Buy	164,998 +3,045	+2%	+$201K	13.96%	1
2023 Q1	$10.3M	Buy	+161,953	New	+$9.9M	13.63%	1

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Instrumental Wealth's IVW Position: Q3 2026 in Review

Instrumental Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q3 2026, buying an estimated $1.16M and bringing the position to 203,061 shares worth $28.9M. The position accounts for 14.03% of the portfolio, ranked #1.

Instrumental Wealth first reported a position in IVW in Q1 2023 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Instrumental Wealth held 203,061 shares of iShares S&P 500 Growth ETF worth $28.9M as of Q3 2026.
Instrumental Wealth bought 8,367 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.16M.
iShares S&P 500 Growth ETF made up 14.03% of Instrumental Wealth's portfolio in Q3 2026, its #1 holding.
Instrumental Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 15 quarters since.
596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.