Kaydan Wealth Management
IVW icon

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

Kaydan 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 		$2.97M Sell
20,887
-6
-0% -$832 1.02% 22
2026
Q2 		$2.87M Buy
20,893
+435
+2% +$57.4K 0.88% 23
2026
Q1 		$2.31M Buy
20,458
+21
+0.1% +$2.53K 0.77% 24
2025
Q4 		$2.52M Buy
20,437
+12
+0.1% +$1.47K 0.73% 24
2025
Q3 		$2.47M Buy
20,425
+60
+0.3% +$6.9K 0.7% 28
2025
Q2 		$2.24M Buy
20,365
+34
+0.2% +$3.36K 0.73% 26
2025
Q1 		$1.89M Buy
20,331
+2
+0% +$202 0.61% 28
2024
Q4 		$2.06M Buy
20,329
+51
+0.3% +$5.09K 0.69% 24
2024
Q3 		$1.94M Buy
20,278
+280
+1% +$25.9K 0.57% 26
2024
Q2 		$1.85M Sell
19,998
-143
-0.7% -$12.3K 0.66% 25
2024
Q1 		$1.7M Buy
20,141
+247
+1% +$19.8K 0.58% 25
2023
Q4 		$1.49M Sell
19,894
-170
-0.8% -$12.1K 0.61% 27
2023
Q3 		$1.37M Sell
20,064
-468
-2% -$33.1K 0.55% 25
2023
Q2 		$1.45M Sell
20,532
-323
-2% -$21.4K 0.61% 23
2023
Q1 		$1.33M Hold
20,855
– – 0.55% 22
2022
Q4 		$1.22M Sell
20,855
-516
-2% -$31K 0.49% 25
2022
Q3 		$1.24M Sell
21,371
-173
-0.8% -$11.2K 0.68% 21
2022
Q2 		$1.3M Sell
21,544
-959
-4% -$63.5K 0.72% 19
2022
Q1 		$1.72M Buy
22,503
+179
+0.8% +$13.4K 0.76% 23
2021
Q4 		$1.87M Buy
+22,324
New +$1.8M 0.71% 23

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Kaydan Wealth Management's IVW Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q3 2026, selling an estimated $832 and leaving 20,887 shares worth $2.97M. The position accounts for 1.02% of the portfolio, ranked #22.

Kaydan Wealth Management first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 1,051 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Kaydan Wealth Management held 20,887 shares of iShares S&P 500 Growth ETF worth $2.97M as of Q3 2026.
  • Kaydan Wealth Management sold 6 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $832.
  • iShares S&P 500 Growth ETF made up 1.02% of Kaydan Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Kaydan Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.