Investment Partners Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Investment Partners Asset Management’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	$366K	Hold	2,572	–	–	0.2%	127
2026 Q2	$354K	Hold	2,572	–	–	0.2%	126
2026 Q1	$291K	Hold	2,572	–	–	0.18%	132
2025 Q4	$317K	Hold	2,572	–	–	0.2%	128
2025 Q3	$310K	Hold	2,572	–	–	0.2%	130
2025 Q2	$283K	Buy	2,572 +20	+0.8%	+$1.98K	0.2%	125
2025 Q1	$237K	Buy	2,552 +35	+1%	+$3.53K	0.19%	130
2024 Q4	$256K	Hold	2,517	–	–	0.2%	122
2024 Q3	$241K	Sell	2,517 -16	-0.6%	-$1.48K	0.2%	121
2024 Q2	$234K	Buy	2,533 +15	+0.6%	+$1.29K	0.21%	115
2024 Q1	$213K	Buy	+2,518	New	+$202K	0.19%	129

Other funds holding IVW

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

EWA

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

SIA

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

WWG

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

SWP

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Investment Partners Asset Management's IVW Position: Q3 2026 in Review

Investment Partners Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,572 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #127.

Investment Partners Asset Management first reported a position in IVW in Q1 2024 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Investment Partners Asset Management held 2,572 shares of iShares S&P 500 Growth ETF worth $366K as of Q3 2026.
Investment Partners Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.2% of Investment Partners Asset Management's portfolio in Q3 2026, its #127 holding.
Investment Partners Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
416 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.