Jamison Private Wealth Management
IVW icon

Jamison Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jamison Private Wealth 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 		$9.8M Buy
68,827
+216
+0.3% +$29.9K 0.99% 36
2026
Q2 		$9.44M Buy
+68,611
New +$9.06M 0.95% 36
2023
Q4 		– Sell
-17
Closed -$1.16K – 404
2023
Q3 		$1.16K Buy
+17
New +$1.2K ﹤0.01% 376

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Jamison Private Wealth Management's IVW Position: Q3 2026 in Review

Jamison Private Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.31% in Q3 2026, buying an estimated $29.9K and bringing the position to 68,827 shares worth $9.8M. The position accounts for 0.99% of the portfolio, ranked #36.

Jamison Private Wealth Management first reported a position in IVW in Q3 2023 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Jamison Private Wealth Management held 68,827 shares of iShares S&P 500 Growth ETF worth $9.8M as of Q3 2026.
  • Jamison Private Wealth Management bought 216 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $29.9K.
  • iShares S&P 500 Growth ETF made up 0.99% of Jamison Private Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Jamison Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.