KFA Private Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

KFA Private Wealth Group’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	$1.45M	Hold	10,183	–	–	0.34%	42
2026 Q2	$1.4M	Buy	10,183 +884	+10%	+$117K	0.34%	41
2026 Q1	$1.05M	Buy	9,299 +196	+2%	+$23.6K	0.25%	48
2025 Q4	$1.12M	Buy	9,103 +1,681	+23%	+$206K	0.27%	44
2025 Q3	$896K	Buy	7,422 +1,325	+22%	+$152K	0.26%	48
2025 Q2	$671K	Buy	+6,097	New	+$603K	0.21%	59
2024 Q2	–	Sell	-9,437	Closed	-$797K	–	89
2024 Q1	$797K	Buy	9,437 +380	+4%	+$30.5K	0.25%	42
2023 Q4	$680K	Buy	9,057 +28	+0.3%	+$1.99K	0.24%	38
2023 Q3	$618K	Hold	9,029	–	–	0.26%	38
2023 Q2	$636K	Buy	9,029 +9	+0.1%	+$595	0.26%	38
2023 Q1	$576K	Sell	9,020 -1,222	-12%	-$74.7K	0.26%	36
2022 Q4	$599K	Buy	+10,242	New	+$615K	0.31%	33

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

KFA Private Wealth Group's IVW Position: Q3 2026 in Review

KFA Private Wealth Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 10,183 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #42.

KFA Private Wealth Group first reported a position in IVW in Q4 2022 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

KFA Private Wealth Group held 10,183 shares of iShares S&P 500 Growth ETF worth $1.45M as of Q3 2026.
KFA Private Wealth Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.34% of KFA Private Wealth Group's portfolio in Q3 2026, its #42 holding.
KFA Private Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.